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 | $1,062,818 | +7.2% | 2,842 | -1.3% | 0.19% | 0.0% |
| Q1 2024 | $991,443 | +12.7% | 2,880 | +1.8% | 0.19% | -1.0% |
| Q4 2023 | $879,826 | +12.8% | 2,830 | -1.2% | 0.20% | -8.4% |
| Q3 2023 | $780,081 | -27.1% | 2,865 | -24.2% | 0.21% | -27.0% |
| Q2 2023 | $1,069,686 | +13.9% | 3,780 | +0.4% | 0.29% | +1.4% |
| Q1 2023 | $939,384 | +10.9% | 3,766 | -5.3% | 0.29% | -3.0% |
| Q4 2022 | $847,225 | -7.5% | 3,976 | -7.1% | 0.30% | -19.0% |
| Q3 2022 | $916,000 | +7.8% | 4,280 | +12.2% | 0.37% | +8.9% |
| Q2 2022 | $850,000 | -22.9% | 3,815 | -0.5% | 0.34% | -19.5% |
| Q1 2022 | $1,103,000 | -10.5% | 3,836 | -0.1% | 0.42% | -18.4% |
| Q4 2021 | $1,233,000 | +5.6% | 3,841 | -4.5% | 0.52% | -3.2% |
| Q3 2021 | $1,168,000 | 0.0% | 4,024 | -1.2% | 0.53% | -3.6% |
| Q2 2021 | $1,168,000 | +43.3% | 4,074 | +13.7% | 0.55% | -4.5% |
| Q3 2020 | $815,000 | +9.1% | 3,582 | -3.1% | 0.58% | -19.8% |
| Q2 2020 | $747,000 | +13.4% | 3,698 | -12.0% | 0.72% | -13.7% |
| Q1 2020 | $659,000 | -19.3% | 4,203 | -6.2% | 0.84% | +38.7% |
| Q4 2019 | $817,000 | – | 4,483 | – | 0.60% | – |
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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% |