VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,696 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,480,332 | +8.6% | 3,958 | -0.0% | 0.30% | +1.0% |
| Q1 2024 | $1,362,688 | +1.3% | 3,959 | -8.5% | 0.30% | -10.0% |
| Q4 2023 | $1,345,800 | +13.7% | 4,329 | -0.4% | 0.33% | +0.9% |
| Q3 2023 | $1,183,187 | +0.4% | 4,345 | +4.3% | 0.33% | +2.2% |
| Q2 2023 | $1,178,528 | +14.8% | 4,165 | +1.2% | 0.32% | +4.6% |
| Q1 2023 | $1,026,446 | +17.0% | 4,115 | 0.0% | 0.30% | +6.3% |
| Q4 2022 | $876,948 | +13.4% | 4,115 | +13.8% | 0.29% | +3.2% |
| Q3 2022 | $773,000 | -4.1% | 3,615 | 0.0% | 0.28% | +0.7% |
| Q2 2022 | $806,000 | -20.3% | 3,615 | +2.8% | 0.28% | -9.2% |
| Q1 2022 | $1,011,000 | -8.3% | 3,515 | +2.3% | 0.30% | -7.3% |
| Q4 2021 | $1,103,000 | +10.6% | 3,436 | 0.0% | 0.33% | -2.7% |
| Q3 2021 | $997,000 | +6.6% | 3,436 | +5.4% | 0.34% | +3.7% |
| Q2 2021 | $935,000 | +11.6% | 3,260 | 0.0% | 0.32% | +0.3% |
| Q1 2021 | $838,000 | +1.5% | 3,260 | 0.0% | 0.32% | -6.6% |
| Q4 2020 | $826,000 | +11.3% | 3,260 | 0.0% | 0.35% | -2.3% |
| Q3 2020 | $742,000 | +12.6% | 3,260 | 0.0% | 0.36% | +2.0% |
| Q2 2020 | $659,000 | +31.0% | 3,260 | +1.6% | 0.35% | +8.1% |
| Q1 2020 | $503,000 | -14.0% | 3,210 | 0.0% | 0.32% | +0.9% |
| Q4 2019 | $585,000 | +9.6% | 3,210 | 0.0% | 0.32% | -1.2% |
| Q3 2019 | $534,000 | +19.7% | 3,210 | +17.5% | 0.32% | +20.5% |
| Q2 2019 | $446,000 | +9.6% | 2,732 | +5.0% | 0.27% | +1.1% |
| Q1 2019 | $407,000 | +16.3% | 2,602 | 0.0% | 0.26% | +4.7% |
| Q4 2018 | $350,000 | – | 2,602 | – | 0.25% | – |
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% |