VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,799 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,864,913 | +7.2% | 4,951 | -2.1% | 0.21% | +5.4% |
| Q1 2024 | $1,740,425 | +9.5% | 5,056 | -1.1% | 0.20% | +2.5% |
| Q4 2023 | $1,589,899 | -3.8% | 5,114 | -14.0% | 0.20% | -12.4% |
| Q3 2023 | $1,653,507 | -1.8% | 5,949 | 0.0% | 0.22% | -0.9% |
| Q2 2023 | $1,683,246 | +13.5% | 5,949 | +0.0% | 0.23% | -1.3% |
| Q1 2023 | $1,483,470 | +7.7% | 5,947 | -8.0% | 0.23% | +8.5% |
| Q4 2022 | $1,377,057 | +3.3% | 6,462 | +3.7% | 0.21% | -4.5% |
| Q3 2022 | $1,333,000 | -5.7% | 6,231 | -1.8% | 0.22% | +2.8% |
| Q2 2022 | $1,414,000 | -22.5% | 6,345 | +0.0% | 0.22% | -15.3% |
| Q1 2022 | $1,825,000 | -10.3% | 6,344 | +0.0% | 0.26% | -11.8% |
| Q4 2021 | $2,035,000 | +10.2% | 6,343 | -0.3% | 0.29% | -1.0% |
| Q3 2021 | $1,846,000 | +1.9% | 6,361 | +0.7% | 0.29% | +0.7% |
| Q2 2021 | $1,811,000 | +9.4% | 6,314 | -1.9% | 0.29% | +2.1% |
| Q1 2021 | $1,655,000 | +9.5% | 6,439 | +7.9% | 0.28% | +0.7% |
| Q4 2020 | $1,511,000 | +17.4% | 5,965 | +5.5% | 0.28% | -1.1% |
| Q3 2020 | $1,287,000 | +30.7% | 5,653 | +15.9% | 0.28% | +23.4% |
| Q2 2020 | $985,000 | +50.6% | 4,876 | +16.8% | 0.23% | +31.2% |
| Q1 2020 | $654,000 | -13.9% | 4,173 | 0.0% | 0.18% | +10.0% |
| Q4 2019 | $760,000 | +6.7% | 4,173 | 0.0% | 0.16% | +1.9% |
| Q3 2019 | $712,000 | +76.2% | 4,173 | +68.7% | 0.16% | +61.9% |
| Q2 2019 | $404,063 | +30.4% | 2,473 | +24.8% | 0.10% | +22.8% |
| Q1 2019 | $309,868 | – | 1,981 | – | 0.08% | – |
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% |