Who Owns VUG?

VANGUARD INDEX FDS — institutional ownership across 7 tracked superinvestors.

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7

Institutional Holders

$50.6M

Total Value Held

1000.00T

Total Shares

VANGUARD INDEX FDS (VUG) is held by 7 tracked superinvestors with a combined position of $50.6M across 1000.00T shares. The largest holder is FPA Queens Road (Bragg Financial Advisors) with $39.6M (1.06% of portfolio).

RankManagerFundSharesValue% of PortfolioPeriod
1FPA Queens RoadBragg Financial Advisors459273$39.6M1.06%2026-06-30
2Polen CapitalPolen Capital Management73200$6.3M0.05%2026-06-30
3Wally ObermeyerObermeyer Wealth Partners25728$2.2M0.09%2026-06-30
4David KatzMatrix Asset Advisors18563$1.6M0.13%2026-06-30
5Torray LLCTorray LLC4616$398K0.05%2026-06-30
6Mairs & PowerMairs & Power4128$356K0.00%2026-06-30
7Bill NygrenHarris Associates1677$144K0.00%2026-06-30

Ownership history

PeriodHoldersTotal ValueTotal Shares
2023-09-301$827K3,038
2023-12-312$1.3M30.5M
2024-03-311$1.0M3,049
2024-06-302$1.5M3.0M
2024-09-303$2.0M31.52B
2024-12-314$26.9M1000.00T
2025-03-315$31.2M1000.00T
2025-06-305$38.0M1000.00T
2025-09-306$45.5M1000.00T
2025-12-316$57.8M1000.00T
2026-03-316$44.8M1000.00T
2026-06-307$50.6M1000.00T
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