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 | $565,931,313 | +8.1% | 1,513,145 | -0.5% | 0.10% | +3.2% |
| Q1 2024 | $523,640,585 | -29.5% | 1,521,326 | -36.3% | 0.09% | -32.1% |
| Q4 2023 | $742,314,370 | +73.4% | 2,387,784 | +51.9% | 0.14% | +50.5% |
| Q3 2023 | $428,164,129 | -2.3% | 1,572,341 | +1.5% | 0.09% | -3.2% |
| Q2 2023 | $438,171,475 | +11.0% | 1,548,528 | -2.2% | 0.09% | +3.3% |
| Q1 2023 | $394,753,854 | +5.8% | 1,582,560 | -9.6% | 0.09% | 0.0% |
| Q4 2022 | $372,964,375 | +110763.1% | 1,750,103 | +11.3% | 0.09% | +7.1% |
| Q3 2022 | $336,419 | +29.6% | 1,572,419 | +35.0% | 0.08% | +30.8% |
| Q2 2022 | $259,648 | -99.9% | 1,164,911 | +6.9% | 0.06% | -1.5% |
| Q1 2022 | $313,268,000 | -9.5% | 1,089,248 | +0.9% | 0.07% | -4.3% |
| Q4 2021 | $346,258,000 | +8.3% | 1,079,023 | -2.0% | 0.07% | +1.5% |
| Q3 2021 | $319,652,000 | +1.6% | 1,101,602 | +0.4% | 0.07% | -4.2% |
| Q2 2021 | $314,742,000 | +12.5% | 1,097,387 | +0.8% | 0.07% | 0.0% |
| Q1 2021 | $279,737,000 | +5.0% | 1,088,304 | +3.5% | 0.07% | +2.9% |
| Q4 2020 | $266,439,000 | -13.5% | 1,051,705 | -22.2% | 0.07% | -20.7% |
| Q3 2020 | $307,869,000 | +31.1% | 1,352,617 | +16.4% | 0.09% | +22.5% |
| Q2 2020 | $234,801,000 | +35.4% | 1,161,865 | +5.0% | 0.07% | +16.4% |
| Q1 2020 | $173,448,000 | -19.1% | 1,106,955 | -6.0% | 0.06% | +10.9% |
| Q4 2019 | $214,515,000 | +10.6% | 1,177,554 | +1.0% | 0.06% | -1.8% |
| Q3 2019 | $193,949,000 | -0.4% | 1,166,403 | -2.1% | 0.06% | 0.0% |
| Q2 2019 | $194,722,000 | -17.3% | 1,191,761 | -20.8% | 0.06% | -21.1% |
| Q1 2019 | $235,434,000 | +37.9% | 1,505,139 | +18.4% | 0.07% | +31.5% |
| Q4 2018 | $170,783,000 | -20.6% | 1,271,367 | -4.8% | 0.05% | -3.6% |
| Q3 2018 | $215,055,000 | +12.4% | 1,335,413 | +4.6% | 0.06% | +7.7% |
| Q2 2018 | $191,302,000 | +9.7% | 1,276,963 | +3.9% | 0.05% | +15.6% |
| Q1 2018 | $174,308,000 | +10.7% | 1,228,560 | +9.8% | 0.04% | +18.4% |
| Q4 2017 | $157,427,000 | +19.5% | 1,119,284 | +12.8% | 0.04% | +18.8% |
| Q3 2017 | $131,771,000 | +3.9% | 992,629 | -0.6% | 0.03% | -3.0% |
| Q2 2017 | $126,878,000 | +4.9% | 998,729 | +0.5% | 0.03% | 0.0% |
| Q1 2017 | $120,907,000 | +11.7% | 993,805 | +2.3% | 0.03% | +6.5% |
| Q4 2016 | $108,249,000 | +13.0% | 971,019 | +13.8% | 0.03% | +6.9% |
| Q3 2016 | $95,775,000 | +6.8% | 852,915 | +1.9% | 0.03% | 0.0% |
| Q2 2016 | $89,716,000 | -1.0% | 836,900 | -1.7% | 0.03% | 0.0% |
| Q1 2016 | $90,651,000 | -10.1% | 851,578 | -10.1% | 0.03% | -6.5% |
| Q4 2015 | $100,789,000 | +12.7% | 947,355 | +6.3% | 0.03% | +3.3% |
| Q3 2015 | $89,412,000 | -5.6% | 891,533 | +0.8% | 0.03% | +3.4% |
| Q2 2015 | $94,683,000 | +4.0% | 884,471 | +1.6% | 0.03% | 0.0% |
| Q1 2015 | $91,067,000 | +9.1% | 870,542 | +8.8% | 0.03% | +11.5% |
| Q4 2014 | $83,508,000 | -3.8% | 799,957 | -8.2% | 0.03% | -7.1% |
| Q3 2014 | $86,833,000 | +3.7% | 871,200 | +2.9% | 0.03% | +7.7% |
| Q2 2014 | $83,716,000 | -6.8% | 846,469 | -11.9% | 0.03% | -10.3% |
| Q1 2014 | $89,779,000 | +3.1% | 960,409 | +2.6% | 0.03% | 0.0% |
| Q4 2013 | $87,062,000 | +4.9% | 935,644 | -4.6% | 0.03% | -6.5% |
| Q3 2013 | $82,971,000 | +9.1% | 980,634 | +0.7% | 0.03% | +6.9% |
| Q2 2013 | $76,077,000 | +44.3% | 973,480 | +31.5% | 0.03% | +31.8% |
| Q4 2012 | $52,704,000 | +12.6% | 740,426 | +14.5% | 0.02% | +15.8% |
| Q3 2012 | $46,821,000 | +2.9% | 646,698 | -3.3% | 0.02% | -5.0% |
| Q2 2012 | $45,480,000 | -1.5% | 668,722 | +2.8% | 0.02% | -9.1% |
| Q1 2012 | $46,185,000 | – | 650,765 | – | 0.02% | – |
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% |