VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,696 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $437,966 | -20.6% | 1,171 | -26.9% | 0.04% | -18.9% |
Q1 2024 | $551,408 | +5.3% | 1,602 | -4.9% | 0.05% | +15.2% |
Q4 2023 | $523,833 | +20.1% | 1,685 | +5.2% | 0.05% | 0.0% |
Q3 2023 | $436,241 | -42.1% | 1,602 | -39.8% | 0.05% | -40.3% |
Q2 2023 | $753,240 | +13.4% | 2,662 | 0.0% | 0.08% | +8.5% |
Q1 2023 | $664,009 | +99005.8% | 2,662 | -15.4% | 0.07% | -6.6% |
Q4 2022 | $670 | -99.9% | 3,146 | -4.9% | 0.08% | -15.6% |
Q3 2022 | $708,000 | +1.0% | 3,309 | +5.2% | 0.09% | 0.0% |
Q2 2022 | $701,000 | -47.8% | 3,146 | -32.6% | 0.09% | -41.9% |
Q1 2022 | $1,342,000 | -10.4% | 4,667 | 0.0% | 0.16% | +6.9% |
Q4 2021 | $1,497,000 | +16.6% | 4,667 | +5.4% | 0.14% | -3.3% |
Q3 2021 | $1,284,000 | -4.6% | 4,426 | -5.7% | 0.15% | -5.7% |
Q2 2021 | $1,346,000 | +29.7% | 4,692 | +16.2% | 0.16% | +24.2% |
Q1 2021 | $1,038,000 | +5.7% | 4,037 | +4.2% | 0.13% | 0.0% |
Q4 2020 | $982,000 | +11.3% | 3,873 | 0.0% | 0.13% | -1.5% |
Q3 2020 | $882,000 | -15.7% | 3,873 | -25.2% | 0.13% | -21.7% |
Q2 2020 | $1,046,000 | +29.5% | 5,177 | +0.4% | 0.17% | +7.1% |
Q1 2020 | $808,000 | -14.0% | 5,155 | 0.0% | 0.16% | +15.7% |
Q4 2019 | $939,000 | +7.4% | 5,155 | -1.9% | 0.13% | -6.3% |
Q3 2019 | $874,000 | +3.8% | 5,256 | +2.0% | 0.14% | +4.4% |
Q2 2019 | $842,000 | -3.2% | 5,155 | -7.3% | 0.14% | -1.4% |
Q1 2019 | $870,000 | +25.5% | 5,561 | +7.7% | 0.14% | +52.7% |
Q4 2018 | $693,000 | -16.6% | 5,162 | 0.0% | 0.09% | -26.0% |
Q3 2018 | $831,000 | -17.6% | 5,162 | -23.3% | 0.12% | -12.1% |
Q2 2018 | $1,008,000 | +5.5% | 6,728 | 0.0% | 0.14% | +2.2% |
Q1 2018 | $955,000 | +4.8% | 6,728 | +3.9% | 0.14% | +3.0% |
Q4 2017 | $911,000 | +11.0% | 6,476 | +4.7% | 0.13% | +2.3% |
Q3 2017 | $821,000 | -1.6% | 6,186 | -5.8% | 0.13% | -27.4% |
Q2 2017 | $834,000 | +2.1% | 6,564 | -2.2% | 0.18% | +1.7% |
Q1 2017 | $817,000 | +10.7% | 6,714 | +1.4% | 0.18% | +6.0% |
Q4 2016 | $738,000 | -7.3% | 6,623 | -6.6% | 0.17% | -13.1% |
Q3 2016 | $796,000 | +4.3% | 7,089 | -0.4% | 0.19% | -3.5% |
Q2 2016 | $763,000 | +4.0% | 7,117 | +3.2% | 0.20% | +4.2% |
Q1 2016 | $734,000 | 0.0% | 6,898 | 0.0% | 0.19% | +18.8% |
Q4 2015 | $734,000 | +6.1% | 6,898 | 0.0% | 0.16% | -13.0% |
Q3 2015 | $692,000 | -6.6% | 6,898 | -0.4% | 0.18% | +1.7% |
Q2 2015 | $741,000 | +3.3% | 6,923 | +1.0% | 0.18% | +4.6% |
Q1 2015 | $717,000 | +0.3% | 6,853 | 0.0% | 0.17% | -7.5% |
Q4 2014 | $715,000 | +8.8% | 6,853 | +4.0% | 0.19% | -9.2% |
Q3 2014 | $657,000 | +0.3% | 6,587 | -0.5% | 0.21% | +54.9% |
Q2 2014 | $655,000 | +6.2% | 6,618 | +0.3% | 0.13% | +2.3% |
Q1 2014 | $617,000 | +75.3% | 6,599 | – | 0.13% | -79.7% |
Q4 2013 | $352,000 | +10.0% | 0 | -100.0% | 0.64% | +669.9% |
Q3 2013 | $320,000 | – | 3,787 | – | 0.08% | – |
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% |