VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,135 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,419,385 | +26.7% | 19,837 | +16.6% | 3.09% | +21.1% |
| Q1 2024 | $5,856,355 | +11.6% | 17,014 | +0.8% | 2.55% | -8.2% |
| Q4 2023 | $5,248,770 | +29.4% | 16,884 | +13.4% | 2.78% | +17.2% |
| Q3 2023 | $4,056,126 | +18.1% | 14,895 | +22.8% | 2.37% | +18.8% |
| Q2 2023 | $3,433,230 | +18.2% | 12,133 | +4.2% | 2.00% | +10.6% |
| Q1 2023 | $2,904,580 | +22.6% | 11,644 | +4.7% | 1.80% | +17.7% |
| Q4 2022 | $2,369,010 | +2.0% | 11,116 | +2.4% | 1.53% | -0.4% |
| Q3 2022 | $2,322,000 | -5.0% | 10,853 | +0.7% | 1.54% | -6.6% |
| Q2 2022 | $2,444,000 | -26.8% | 10,780 | -7.1% | 1.65% | -20.7% |
| Q1 2022 | $3,337,000 | -17.1% | 11,601 | -7.5% | 2.08% | -8.9% |
| Q4 2021 | $4,026,000 | +6.0% | 12,544 | -4.1% | 2.28% | +4.2% |
| Q3 2021 | $3,798,000 | +0.6% | 13,087 | -0.6% | 2.19% | -13.6% |
| Q2 2021 | $3,775,000 | +769.8% | 13,162 | +680.7% | 2.53% | +27.1% |
| Q1 2021 | $434,000 | +26.9% | 1,686 | +25.0% | 1.99% | -38.7% |
| Q4 2020 | $342,000 | -88.2% | 1,349 | -89.7% | 3.25% | +116.2% |
| Q2 2020 | $2,901,000 | -40.3% | 13,099 | -57.7% | 1.50% | -62.5% |
| Q1 2020 | $4,856,000 | -21.9% | 30,987 | -9.2% | 4.01% | -2.2% |
| Q4 2019 | $6,217,000 | – | 34,129 | – | 4.10% | – |
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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% |