VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,696 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,295,753 | -41.7% | 46,244 | -46.4% | 1.07% | -37.6% |
| Q1 2024 | $29,692,227 | +9.2% | 86,255 | -1.4% | 1.72% | -3.3% |
| Q4 2023 | $27,184,629 | +56.7% | 87,444 | +37.3% | 1.78% | +42.3% |
| Q3 2023 | $17,346,841 | +1.6% | 63,703 | +5.6% | 1.25% | +2.5% |
| Q2 2023 | $17,068,056 | +12.1% | 60,320 | -1.2% | 1.22% | +11.2% |
| Q1 2023 | $15,228,865 | -7.5% | 61,052 | -21.0% | 1.10% | -10.8% |
| Q4 2022 | $16,464,865 | +6.5% | 77,260 | +6.9% | 1.23% | -3.8% |
| Q3 2022 | $15,458,000 | -5.9% | 72,291 | -1.9% | 1.28% | -4.3% |
| Q2 2022 | $16,430,000 | -3.4% | 73,716 | +24.7% | 1.33% | +19.0% |
| Q1 2022 | $17,006,000 | +11.3% | 59,132 | +24.0% | 1.12% | +16.5% |
| Q4 2021 | $15,280,000 | -15.0% | 47,700 | -23.0% | 0.96% | -20.8% |
| Q3 2021 | $17,985,000 | +5.5% | 61,980 | +4.3% | 1.22% | +6.7% |
| Q2 2021 | $17,050,000 | +18.3% | 59,450 | +6.0% | 1.14% | +11.4% |
| Q1 2021 | $14,413,000 | -1.3% | 56,074 | -5.4% | 1.02% | +2.3% |
| Q4 2020 | $14,606,000 | +16.8% | 59,250 | +7.8% | 1.00% | -6.5% |
| Q3 2020 | $12,508,000 | +24.3% | 54,955 | +10.3% | 1.07% | +11.9% |
| Q2 2020 | $10,066,000 | +27.2% | 49,810 | -1.4% | 0.95% | -15.5% |
| Q1 2020 | $7,915,000 | -8.1% | 50,513 | +6.8% | 1.13% | +23.0% |
| Q4 2019 | $8,617,000 | +21.5% | 47,299 | +10.9% | 0.92% | +13.3% |
| Q3 2019 | $7,090,000 | +8.2% | 42,636 | +6.3% | 0.81% | +6.7% |
| Q2 2019 | $6,551,000 | +9.4% | 40,094 | +4.7% | 0.76% | +1.9% |
| Q1 2019 | $5,989,000 | +27.1% | 38,287 | +9.1% | 0.74% | +15.9% |
| Q4 2018 | $4,713,000 | -21.4% | 35,085 | -5.8% | 0.64% | -4.0% |
| Q3 2018 | $5,999,000 | +4.3% | 37,252 | -2.6% | 0.67% | -3.9% |
| Q2 2018 | $5,752,000 | +6.3% | 38,255 | +0.3% | 0.70% | -1.0% |
| Q1 2018 | $5,413,000 | +1.7% | 38,152 | +0.8% | 0.70% | -3.2% |
| Q4 2017 | $5,325,000 | – | 37,859 | – | 0.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co of Tennessee | 256,175 | $95,811,396 | 34.28% |
| Rezny Wealth Management, Inc. | 318,706 | $119,199,231 | 31.88% |
| GOLDEN ROAD ADVISORS LLC | 97,307 | $37,787,387 | 31.16% |
| Fee-Only Financial Planning, L.C. | 118,864 | $44,456,138 | 29.93% |
| Safeguard Financial, LLC | 283,568 | $106,057,133 | 29.49% |
| Balentine LLC | 1,720,031 | $643,308,769 | 29.24% |
| Dougherty Wealth Advisers LLC | 88,938 | $33,263,701 | 29.07% |
| STEVENS CAPITAL PARTNERS | 143,528 | $53,680,781 | 27.70% |
| Blackston Financial Advisory Group, LLC | 155,977 | $46,287,143 | 25.90% |
| Mill Creek Capital Advisors, LLC | 2,663,497 | $996,174,634 | 25.36% |