VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,539 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,026 | +14.2% | 26,806 | +5.1% | 10.57% | -0.0% |
| Q1 2024 | $8,783 | +11.2% | 25,516 | +0.4% | 10.58% | +4.4% |
| Q4 2023 | $7,901 | -99.9% | 25,417 | -1.5% | 10.13% | +5.4% |
| Q3 2023 | $7,029,005 | -4.8% | 25,813 | -1.1% | 9.61% | -3.6% |
| Q2 2023 | $7,382,339 | +116377.4% | 26,090 | +2.7% | 9.97% | +6.5% |
| Q1 2023 | $6,338 | +11.3% | 25,408 | -4.9% | 9.36% | +43.1% |
| Q4 2022 | $5,692 | -99.9% | 26,711 | +3.4% | 6.54% | +12.5% |
| Q3 2022 | $5,528,000 | -27.1% | 25,838 | -2.0% | 5.82% | +4.6% |
| Q1 2022 | $7,582,000 | -12.0% | 26,364 | -1.8% | 5.56% | -4.0% |
| Q4 2021 | $8,612,000 | +28.6% | 26,835 | +16.2% | 5.79% | +12.3% |
| Q3 2021 | $6,699,000 | +5.7% | 23,086 | +4.5% | 5.16% | +3.8% |
| Q2 2021 | $6,336,000 | +12.4% | 22,091 | +0.7% | 4.97% | +4.1% |
| Q1 2021 | $5,639,000 | +0.0% | 21,937 | -13.3% | 4.77% | -45.3% |
| Q2 2020 | $5,637,000 | – | 25,291 | – | 8.73% | – |
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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% |