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 | $4,095,445 | -10.7% | 10,950 | -17.8% | 2.31% | -4.4% |
| Q1 2024 | $4,587,150 | +9.7% | 13,327 | -0.9% | 2.41% | -3.5% |
| Q4 2023 | $4,180,592 | +13.5% | 13,448 | -0.6% | 2.50% | +0.1% |
| Q3 2023 | $3,682,885 | -1.6% | 13,525 | +2.2% | 2.50% | -4.5% |
| Q2 2023 | $3,744,319 | +21.0% | 13,233 | +6.7% | 2.61% | +6.8% |
| Q1 2023 | $3,094,580 | +11.4% | 12,406 | -4.8% | 2.45% | -0.9% |
| Q4 2022 | $2,776,948 | +11.3% | 13,031 | +11.7% | 2.47% | +6.8% |
| Q3 2022 | $2,495,000 | +8.1% | 11,662 | +12.6% | 2.31% | +11.6% |
| Q2 2022 | $2,308,000 | -11.1% | 10,354 | +14.7% | 2.07% | -10.0% |
| Q1 2022 | $2,597,000 | +2.1% | 9,030 | +14.0% | 2.30% | +3.7% |
| Q4 2021 | $2,543,000 | +13.8% | 7,924 | +2.9% | 2.22% | +6.4% |
| Q3 2021 | $2,234,000 | +3.6% | 7,698 | +2.4% | 2.08% | +0.3% |
| Q2 2021 | $2,156,000 | +9.8% | 7,516 | -1.6% | 2.08% | +0.0% |
| Q1 2021 | $1,963,000 | -12.2% | 7,638 | -13.5% | 2.08% | -5.3% |
| Q4 2020 | $2,236,000 | – | 8,829 | – | 2.19% | – |
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% |