VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,997 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.37 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,004,544 | +16.4% | 2,618 | +4.4% | 0.16% | +5.8% |
| Q1 2024 | $863,055 | +17.2% | 2,507 | +4.1% | 0.16% | +5.4% |
| Q4 2023 | $736,176 | +10.4% | 2,409 | -1.6% | 0.15% | -2.0% |
| Q3 2023 | $666,800 | -4.2% | 2,449 | -0.4% | 0.15% | -2.0% |
| Q2 2023 | $695,950 | +13.7% | 2,459 | +0.2% | 0.15% | +7.7% |
| Q1 2023 | $612,130 | +32.0% | 2,454 | +23.6% | 0.14% | +30.3% |
| Q4 2022 | $463,596 | +73.6% | 1,986 | +59.4% | 0.11% | +49.3% |
| Q3 2022 | $267,000 | -2.9% | 1,246 | +1.8% | 0.07% | +4.3% |
| Q2 2022 | $275,000 | -14.3% | 1,224 | +5.2% | 0.07% | 0.0% |
| Q1 2022 | $321,000 | -1.8% | 1,164 | -0.5% | 0.07% | -4.1% |
| Q4 2021 | $327,000 | -5.2% | 1,170 | +2.3% | 0.07% | -3.9% |
| Q3 2021 | $345,000 | +1.5% | 1,144 | 0.0% | 0.08% | -2.6% |
| Q2 2021 | $340,000 | +12.2% | 1,144 | 0.0% | 0.08% | +4.0% |
| Q1 2021 | $303,000 | -0.7% | 1,144 | -5.1% | 0.08% | -14.8% |
| Q4 2020 | $305,000 | +3.0% | 1,205 | -4.7% | 0.09% | -20.7% |
| Q3 2020 | $296,000 | +9.2% | 1,265 | -1.4% | 0.11% | +2.8% |
| Q2 2020 | $271,000 | +11.1% | 1,283 | -0.4% | 0.11% | +11.3% |
| Q4 2019 | $244,000 | -6.9% | 1,288 | -17.6% | 0.10% | -16.4% |
| Q3 2019 | $262,000 | -1.1% | 1,563 | -2.1% | 0.12% | -2.5% |
| Q2 2019 | $265,000 | -30.3% | 1,597 | -32.6% | 0.12% | -30.8% |
| Q1 2019 | $380,000 | -8.2% | 2,371 | -7.9% | 0.17% | -10.9% |
| Q4 2018 | $414,000 | 0.0% | 2,573 | 0.0% | 0.19% | +1.0% |
| Q3 2018 | $414,000 | +7.5% | 2,573 | 0.0% | 0.19% | 0.0% |
| Q2 2018 | $385,000 | +5.8% | 2,573 | +0.1% | 0.19% | +1.1% |
| Q1 2018 | $364,000 | +2.0% | 2,571 | +1.2% | 0.19% | +3.8% |
| Q4 2017 | $357,000 | – | 2,541 | – | 0.18% | – |
Download | ||||||
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% |