VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,063 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.85 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $63,187 | -2.3% | 183,577 | -11.7% | 6.28% | -18.2% |
Q4 2023 | $64,666 | +13.8% | 208,009 | -0.3% | 7.67% | +10.9% |
Q3 2023 | $56,834 | -7.2% | 208,711 | -3.6% | 6.92% | +25.5% |
Q2 2023 | $61,238 | +16.0% | 216,419 | +2.2% | 5.51% | -16.7% |
Q1 2023 | $52,803 | +20.2% | 211,687 | +2.7% | 6.62% | +8.2% |
Q4 2022 | $43,932 | -99.9% | 206,146 | +4.2% | 6.12% | -0.0% |
Q3 2022 | $42,326,000 | +1.7% | 197,832 | +6.0% | 6.12% | +4.9% |
Q2 2022 | $41,615,000 | -20.2% | 186,708 | +2.9% | 5.83% | -8.2% |
Q1 2022 | $52,167,000 | -9.6% | 181,388 | +0.9% | 6.35% | -3.8% |
Q4 2021 | $57,708,000 | +1.0% | 179,832 | -19.1% | 6.60% | -15.9% |
Q1 2021 | $57,158,000 | +4.9% | 222,370 | +3.4% | 7.84% | -1.3% |
Q4 2020 | $54,464,000 | +13.7% | 214,984 | +2.1% | 7.94% | +1.4% |
Q3 2020 | $47,908,000 | +8.4% | 210,483 | -3.8% | 7.84% | +1.7% |
Q2 2020 | $44,214,000 | +32.7% | 218,784 | +2.9% | 7.70% | +5.9% |
Q1 2020 | $33,331,000 | -26.2% | 212,718 | -14.2% | 7.27% | -19.9% |
Q4 2019 | $45,170,000 | +13.7% | 247,955 | +3.8% | 9.07% | +2.8% |
Q3 2019 | $39,725,000 | +7.2% | 238,905 | +5.3% | 8.83% | -0.7% |
Q2 2019 | $37,054,000 | +11.5% | 226,785 | +6.8% | 8.89% | +0.7% |
Q1 2019 | $33,222,000 | +23.0% | 212,391 | +5.6% | 8.83% | +6.0% |
Q4 2018 | $27,011,000 | – | 201,082 | – | 8.34% | – |
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% |