VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 725 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.70 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,379,872 | +54.0% | 3,689 | +41.8% | 0.54% | +52.8% |
| Q1 2024 | $895,745 | +10.7% | 2,602 | 0.0% | 0.35% | +5.7% |
| Q4 2023 | $809,019 | +14.2% | 2,602 | 0.0% | 0.34% | +2.8% |
| Q3 2023 | $708,628 | -3.8% | 2,602 | 0.0% | 0.33% | -0.9% |
| Q2 2023 | $736,328 | +13.4% | 2,602 | 0.0% | 0.33% | +5.1% |
| Q1 2023 | $649,089 | +17.3% | 2,602 | +0.2% | 0.31% | +10.2% |
| Q4 2022 | $553,472 | +20.8% | 2,597 | +21.3% | 0.28% | +15.0% |
| Q3 2022 | $458,000 | -5.6% | 2,141 | -1.6% | 0.25% | -3.1% |
| Q2 2022 | $485,000 | -22.5% | 2,175 | 0.0% | 0.26% | -11.5% |
| Q1 2022 | $626,000 | -7.0% | 2,175 | +3.7% | 0.29% | -4.6% |
| Q4 2021 | $673,000 | +8.9% | 2,098 | -1.5% | 0.30% | -1.6% |
| Q3 2021 | $618,000 | +0.7% | 2,131 | -0.5% | 0.31% | -1.6% |
| Q2 2021 | $614,000 | +11.6% | 2,141 | 0.0% | 0.31% | +3.0% |
| Q1 2021 | $550,000 | +0.5% | 2,141 | -0.7% | 0.30% | -5.9% |
| Q4 2020 | $547,000 | +9.2% | 2,157 | -2.0% | 0.32% | -3.3% |
| Q3 2020 | $501,000 | +2.5% | 2,201 | -9.1% | 0.33% | -7.2% |
| Q2 2020 | $489,000 | +29.0% | 2,422 | 0.0% | 0.36% | +8.1% |
| Q1 2020 | $379,000 | -14.1% | 2,422 | 0.0% | 0.33% | +6.1% |
| Q4 2019 | $441,000 | -1.8% | 2,422 | -10.3% | 0.31% | -29.3% |
| Q3 2019 | $449,000 | -19.1% | 2,699 | -20.5% | 0.44% | -19.5% |
| Q2 2019 | $555,000 | +4.5% | 3,395 | +0.1% | 0.55% | 0.0% |
| Q1 2019 | $531,000 | +16.4% | 3,393 | 0.0% | 0.55% | +5.8% |
| Q4 2018 | $456,000 | -16.0% | 3,393 | +0.6% | 0.52% | -1.0% |
| Q3 2018 | $543,000 | +4.4% | 3,373 | -2.9% | 0.52% | -6.1% |
| Q2 2018 | $520,000 | +5.5% | 3,473 | +0.1% | 0.56% | +3.7% |
| Q1 2018 | $493,000 | -0.6% | 3,471 | -1.6% | 0.54% | -0.7% |
| Q4 2017 | $496,000 | – | 3,529 | – | 0.54% | – |
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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% |