VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,107 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $589,115 | +13.6% | 2,082 | +0.1% | 0.13% | +7.6% |
| Q1 2023 | $518,558 | +17.0% | 2,079 | +0.4% | 0.12% | -8.5% |
| Q4 2022 | $443,055 | +0.0% | 2,071 | +0.0% | 0.13% | 0.0% |
| Q3 2022 | $443,000 | -3.9% | 2,070 | +0.1% | 0.13% | +2.4% |
| Q2 2022 | $461,000 | -22.4% | 2,067 | +0.1% | 0.13% | -10.0% |
| Q1 2022 | $594,000 | -10.3% | 2,064 | +0.1% | 0.14% | -5.4% |
| Q4 2021 | $662,000 | +10.9% | 2,062 | +0.2% | 0.15% | +2.8% |
| Q3 2021 | $597,000 | +1.2% | 2,058 | +0.0% | 0.14% | +2.9% |
| Q2 2021 | $590,000 | +11.7% | 2,057 | +0.1% | 0.14% | +2.9% |
| Q1 2021 | $528,000 | +1.5% | 2,054 | +0.1% | 0.14% | -4.9% |
| Q4 2020 | $520,000 | +10.2% | 2,051 | +0.2% | 0.14% | +3.6% |
| Q3 2020 | $472,000 | +6.3% | 2,047 | -5.4% | 0.14% | +0.7% |
| Q2 2020 | $444,000 | +31.4% | 2,163 | +0.2% | 0.14% | +30.5% |
| Q1 2020 | $338,000 | -71.7% | 2,159 | -67.0% | 0.10% | -70.6% |
| Q4 2019 | $1,193,000 | +2.0% | 6,549 | -6.9% | 0.36% | -9.6% |
| Q3 2019 | $1,170,000 | -11.0% | 7,035 | -12.5% | 0.40% | -18.6% |
| Q2 2019 | $1,314,000 | -0.2% | 8,043 | -4.4% | 0.48% | -16.2% |
| Q1 2019 | $1,316,000 | +13.4% | 8,414 | -2.6% | 0.58% | -13.7% |
| Q4 2018 | $1,161,000 | – | 8,642 | – | 0.67% | – |
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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% |