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 | $1,894,874 | +9.1% | 5,066 | +0.4% | 0.88% | +8.4% |
| Q1 2024 | $1,737,023 | +21.1% | 5,047 | +9.4% | 0.81% | +8.0% |
| Q4 2023 | $1,433,944 | +22.7% | 4,613 | +7.5% | 0.75% | +4.9% |
| Q3 2023 | $1,168,765 | -3.1% | 4,292 | +0.6% | 0.72% | -0.8% |
| Q2 2023 | $1,206,771 | +25.6% | 4,265 | +10.7% | 0.72% | +17.9% |
| Q1 2023 | $961,065 | +18.6% | 3,853 | +1.3% | 0.62% | +11.0% |
| Q4 2022 | $810,287 | -15.9% | 3,802 | -15.6% | 0.55% | -26.4% |
| Q3 2022 | $964,000 | -3.3% | 4,504 | +0.7% | 0.75% | +4.9% |
| Q2 2022 | $997,000 | -28.9% | 4,474 | -8.3% | 0.72% | -19.4% |
| Q1 2022 | $1,403,000 | -12.2% | 4,879 | -2.0% | 0.89% | -9.4% |
| Q4 2021 | $1,598,000 | +0.1% | 4,981 | -1.0% | 0.98% | -5.8% |
| Q3 2021 | $1,596,000 | – | 5,030 | – | 1.04% | – |
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% |