VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,407 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $565,853 | -35.1% | 1,513 | -40.2% | 0.06% | -36.0% |
| Q1 2024 | $871,219 | +34.4% | 2,531 | +21.4% | 0.09% | +30.9% |
| Q4 2023 | $647,995 | +14.3% | 2,084 | +0.1% | 0.07% | 0.0% |
| Q3 2023 | $567,011 | -3.4% | 2,082 | +0.4% | 0.07% | 0.0% |
| Q2 2023 | $586,821 | +2.3% | 2,074 | -9.8% | 0.07% | -2.9% |
| Q1 2023 | $573,572 | +17.1% | 2,299 | +0.0% | 0.07% | +12.9% |
| Q4 2022 | $489,632 | -24.3% | 2,298 | -24.0% | 0.06% | -31.1% |
| Q3 2022 | $647,000 | +50.5% | 3,022 | +56.5% | 0.09% | -7.2% |
| Q2 2022 | $430,000 | -15.7% | 1,931 | +8.9% | 0.10% | +59.0% |
| Q1 2022 | $510,000 | -14.1% | 1,773 | -4.2% | 0.06% | -15.3% |
| Q4 2021 | $594,000 | +12.7% | 1,850 | +1.8% | 0.07% | +2.9% |
| Q3 2021 | $527,000 | +1.7% | 1,817 | +0.7% | 0.07% | -38.6% |
| Q2 2021 | $518,000 | +11.6% | 1,805 | +0.1% | 0.11% | +0.9% |
| Q1 2021 | $464,000 | +1.5% | 1,804 | +0.1% | 0.11% | -4.2% |
| Q4 2020 | $457,000 | +105.9% | 1,802 | +84.4% | 0.12% | +71.0% |
| Q3 2020 | $222,000 | -7.1% | 977 | -17.3% | 0.07% | -16.9% |
| Q2 2020 | $239,000 | – | 1,182 | – | 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% |