VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,799 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,028,848 | +7.7% | 944,783 | -0.0% | 1.23% | -7.3% |
| Q1 2024 | $8,382,348 | +5.9% | 944,784 | -0.1% | 1.32% | -32.8% |
| Q4 2023 | $7,916,282 | +11.5% | 945,619 | -0.0% | 1.97% | -5.1% |
| Q3 2023 | $7,101,709 | -3.2% | 945,802 | +0.0% | 2.08% | -0.0% |
| Q2 2023 | $7,339,710 | +1.3% | 945,794 | -0.3% | 2.08% | -3.4% |
| Q1 2023 | $7,247,398 | +11.5% | 948,467 | -0.1% | 2.15% | -0.5% |
| Q4 2022 | $6,498,361 | +1.7% | 949,274 | +0.1% | 2.16% | -8.4% |
| Q3 2022 | $6,387,000 | -5.6% | 948,640 | -0.1% | 2.36% | +0.2% |
| Q2 2022 | $6,763,000 | -30.8% | 949,322 | -0.5% | 2.36% | -18.2% |
| Q1 2022 | $9,769,000 | -14.5% | 953,885 | -0.2% | 2.88% | -9.5% |
| Q4 2021 | $11,420,000 | +8.1% | 955,833 | -2.8% | 3.18% | 0.0% |
| Q3 2021 | $10,563,000 | +11.3% | 982,873 | +2874.6% | 3.18% | +6.7% |
| Q2 2021 | $9,487,000 | +71.8% | 33,042 | -6.0% | 2.98% | +12.0% |
| Q1 2021 | $5,521,000 | -39.7% | 35,166 | -2.5% | 2.66% | -16.6% |
| Q4 2020 | $9,149,000 | +13.3% | 36,069 | +1.8% | 3.19% | +0.9% |
| Q3 2020 | $8,077,000 | +12.7% | 35,434 | +0.1% | 3.16% | +7.0% |
| Q2 2020 | $7,168,000 | +29.8% | 35,413 | +0.7% | 2.96% | +11.1% |
| Q1 2020 | $5,521,000 | – | 35,166 | – | 2.66% | – |
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% |