VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 710 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 0.76 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $14,180,324 | +14.3% | 37,914 | +5.2% | 3.40% | +6.0% |
| Q1 2024 | $12,409,307 | +6.3% | 36,053 | -4.0% | 3.21% | -7.3% |
| Q4 2023 | $11,672,379 | +13.7% | 37,546 | -0.4% | 3.46% | +2.9% |
| Q3 2023 | $10,270,279 | +32.6% | 37,715 | +37.8% | 3.36% | +15.2% |
| Q2 2023 | $7,747,185 | +9.7% | 27,379 | -3.3% | 2.92% | +6.0% |
| Q1 2023 | $7,060,801 | +6.2% | 28,307 | -9.3% | 2.75% | -2.1% |
| Q4 2022 | $6,649,449 | -0.8% | 31,202 | -0.4% | 2.81% | -10.5% |
| Q3 2022 | $6,704,000 | -6.9% | 31,335 | -3.0% | 3.14% | -0.2% |
| Q2 2022 | $7,200,000 | -23.5% | 32,304 | -1.3% | 3.15% | -12.2% |
| Q1 2022 | $9,415,000 | -13.8% | 32,737 | -3.8% | 3.59% | -10.4% |
| Q4 2021 | $10,924,000 | +15.2% | 34,041 | +4.2% | 4.00% | +0.6% |
| Q3 2021 | $9,481,000 | -0.1% | 32,674 | +1.6% | 3.98% | -3.0% |
| Q2 2021 | $9,493,000 | +12.7% | 32,173 | -1.8% | 4.10% | +21.4% |
| Q1 2021 | $8,423,000 | -7.5% | 32,767 | -8.9% | 3.38% | -18.5% |
| Q4 2020 | $9,110,000 | +14.6% | 35,961 | +3.0% | 4.15% | -16.6% |
| Q3 2020 | $7,950,000 | -3.6% | 34,927 | -14.4% | 4.97% | -7.3% |
| Q2 2020 | $8,246,000 | +29.8% | 40,804 | +0.6% | 5.37% | +8.9% |
| Q1 2020 | $6,354,000 | -12.9% | 40,552 | +1.2% | 4.93% | +11.9% |
| Q4 2019 | $7,297,000 | +13.2% | 40,055 | +3.3% | 4.41% | +2.8% |
| Q3 2019 | $6,447,000 | -0.4% | 38,774 | -2.1% | 4.29% | -1.5% |
| Q2 2019 | $6,471,000 | +10.3% | 39,605 | +5.5% | 4.35% | +2.5% |
| Q1 2019 | $5,869,000 | +16.3% | 37,523 | -0.1% | 4.25% | +2.0% |
| Q4 2018 | $5,046,000 | -17.2% | 37,562 | -0.7% | 4.16% | -6.4% |
| Q3 2018 | $6,094,000 | +8.1% | 37,841 | +0.6% | 4.45% | +4.5% |
| Q2 2018 | $5,635,000 | +8.4% | 37,612 | +2.7% | 4.26% | +4.9% |
| Q1 2018 | $5,198,000 | +1.4% | 36,639 | +0.6% | 4.06% | +3.4% |
| Q4 2017 | $5,124,000 | – | 36,430 | – | 3.92% | – |
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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% |