VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,417 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,078,602 | +13.3% | 2,784 | -0.3% | 0.37% | +6.6% |
| Q1 2024 | $951,721 | +15.5% | 2,792 | +2.1% | 0.35% | +7.1% |
| Q4 2023 | $824,355 | +12.9% | 2,735 | +2.8% | 0.33% | -0.6% |
| Q3 2023 | $730,077 | -3.0% | 2,660 | 0.0% | 0.33% | -1.2% |
| Q2 2023 | $752,762 | +13.7% | 2,660 | +0.2% | 0.33% | +4.4% |
| Q1 2023 | $662,039 | +38.4% | 2,654 | +20.9% | 0.32% | +23.7% |
| Q4 2022 | $478,394 | -34.0% | 2,195 | -35.2% | 0.26% | -40.5% |
| Q3 2022 | $725,000 | +31.3% | 3,387 | +44.0% | 0.43% | +40.3% |
| Q2 2022 | $552,000 | -34.1% | 2,352 | -20.8% | 0.31% | -26.1% |
| Q1 2022 | $838,000 | -12.4% | 2,970 | -0.4% | 0.42% | -17.9% |
| Q4 2021 | $957,000 | +4.5% | 2,981 | -4.5% | 0.51% | -6.6% |
| Q3 2021 | $916,000 | +0.1% | 3,123 | 0.0% | 0.54% | -0.9% |
| Q2 2021 | $915,000 | +12.1% | 3,123 | 0.0% | 0.55% | 0.0% |
| Q1 2021 | $816,000 | +2.0% | 3,123 | -1.1% | 0.55% | -8.0% |
| Q4 2020 | $800,000 | +9.9% | 3,157 | 0.0% | 0.60% | +1.0% |
| Q3 2020 | $728,000 | +21.9% | 3,157 | +6.9% | 0.59% | +8.4% |
| Q2 2020 | $597,000 | +40.8% | 2,952 | +9.1% | 0.54% | +18.0% |
| Q1 2020 | $424,000 | +0.5% | 2,707 | +16.8% | 0.46% | +18.5% |
| Q4 2019 | $422,000 | – | 2,317 | – | 0.39% | – |
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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% |