VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 938 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 1.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,792,273 | +19.4% | 7,466 | +9.8% | 0.97% | +4.0% |
| Q1 2024 | $2,339,476 | +15.9% | 6,797 | +4.7% | 0.93% | +10.1% |
| Q4 2023 | $2,018,692 | +37.7% | 6,493 | +20.6% | 0.84% | +19.4% |
| Q3 2023 | $1,466,007 | +5.9% | 5,384 | +10.0% | 0.71% | +6.5% |
| Q2 2023 | $1,384,592 | +15.8% | 4,893 | +2.0% | 0.66% | +5.7% |
| Q1 2023 | $1,196,153 | +18.4% | 4,795 | +1.1% | 0.63% | +7.5% |
| Q4 2022 | $1,010,504 | -30.2% | 4,742 | -29.9% | 0.58% | -28.5% |
| Q3 2022 | $1,447,000 | -6.3% | 6,763 | -2.4% | 0.82% | -1.9% |
| Q2 2022 | $1,544,000 | -21.7% | 6,928 | +1.0% | 0.83% | +1.3% |
| Q1 2022 | $1,972,000 | -8.2% | 6,858 | +2.4% | 0.82% | -5.1% |
| Q4 2021 | $2,148,000 | +14.6% | 6,695 | +3.6% | 0.87% | +5.4% |
| Q3 2021 | $1,875,000 | +3.1% | 6,463 | +1.9% | 0.82% | -0.8% |
| Q2 2021 | $1,819,000 | +16.8% | 6,343 | +4.7% | 0.83% | +7.0% |
| Q1 2021 | $1,558,000 | +6.3% | 6,060 | +4.7% | 0.78% | -3.0% |
| Q4 2020 | $1,466,000 | +31.7% | 5,788 | +18.4% | 0.80% | +14.6% |
| Q3 2020 | $1,113,000 | +26.9% | 4,890 | +12.6% | 0.70% | +3.4% |
| Q2 2020 | $877,000 | +71.6% | 4,343 | +33.1% | 0.67% | +32.7% |
| Q1 2020 | $511,000 | +72.1% | 3,264 | +99.6% | 0.51% | +101.6% |
| Q4 2019 | $297,000 | +27.5% | 1,635 | +16.2% | 0.25% | +19.4% |
| Q3 2019 | $233,000 | – | 1,407 | – | 0.21% | – |
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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% |