VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,997 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.37 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $642,549 | -0.4% | 1,718 | -8.3% | 0.21% | -4.5% |
Q1 2024 | $645,031 | +18.2% | 1,874 | +6.7% | 0.22% | +6.8% |
Q4 2023 | $545,905 | +33.0% | 1,756 | +16.5% | 0.21% | +16.3% |
Q3 2023 | $410,371 | -1.5% | 1,507 | +2.4% | 0.18% | +1.7% |
Q2 2023 | $416,517 | +13.4% | 1,472 | 0.0% | 0.18% | +4.2% |
Q1 2023 | $367,176 | +17.0% | 1,472 | 0.0% | 0.17% | +6.3% |
Q4 2022 | $313,698 | -3.8% | 1,472 | -3.3% | 0.16% | -11.2% |
Q3 2022 | $326,000 | -7.4% | 1,523 | -3.5% | 0.18% | 0.0% |
Q2 2022 | $352,000 | -33.2% | 1,578 | -13.9% | 0.18% | -19.8% |
Q1 2022 | $527,000 | -16.3% | 1,833 | -6.6% | 0.22% | -13.6% |
Q4 2021 | $630,000 | +20.0% | 1,962 | +8.4% | 0.26% | +11.3% |
Q3 2021 | $525,000 | +10.8% | 1,810 | +9.4% | 0.23% | +10.5% |
Q2 2021 | $474,000 | +15.3% | 1,654 | +3.4% | 0.21% | +18.8% |
Q1 2021 | $411,000 | +16.1% | 1,599 | +14.5% | 0.18% | +10.0% |
Q4 2020 | $354,000 | +3.5% | 1,397 | -7.0% | 0.16% | +3.2% |
Q3 2020 | $342,000 | +15.9% | 1,502 | +2.9% | 0.16% | +5.4% |
Q2 2020 | $295,000 | +28.3% | 1,460 | -0.7% | 0.15% | +5.8% |
Q1 2020 | $230,000 | -34.3% | 1,470 | -19.9% | 0.14% | -2.1% |
Q4 2019 | $350,000 | +19.5% | 1,836 | +10.2% | 0.14% | +13.6% |
Q3 2019 | $293,000 | +4.3% | 1,666 | -1.8% | 0.12% | -1.6% |
Q2 2019 | $281,000 | +1.4% | 1,696 | -1.2% | 0.13% | -3.1% |
Q1 2019 | $277,000 | – | 1,716 | – | 0.13% | – |
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% |