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 | $131,278 | +8.7% | 351 | 0.0% | 0.09% | +7.3% |
| Q1 2024 | $120,814 | +10.7% | 351 | 0.0% | 0.08% | +1.2% |
| Q4 2023 | $109,119 | +14.2% | 351 | 0.0% | 0.08% | +11.0% |
| Q3 2023 | $95,581 | -3.8% | 351 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $99,319 | +13.4% | 351 | 0.0% | 0.07% | +10.6% |
| Q1 2023 | $87,553 | +17.0% | 351 | 0.0% | 0.07% | +11.9% |
| Q4 2022 | $74,802 | -0.3% | 351 | 0.0% | 0.06% | -4.8% |
| Q3 2022 | $75,000 | -3.8% | 351 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $78,000 | -22.8% | 351 | 0.0% | 0.06% | -6.1% |
| Q1 2022 | $101,000 | -10.6% | 351 | 0.0% | 0.07% | -4.3% |
| Q4 2021 | $113,000 | +10.8% | 351 | 0.0% | 0.07% | +1.5% |
| Q3 2021 | $102,000 | +1.0% | 351 | 0.0% | 0.07% | +3.0% |
| Q2 2021 | $101,000 | +12.2% | 351 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $90,000 | +1.1% | 351 | 0.0% | 0.07% | -9.6% |
| Q4 2020 | $89,000 | – | 351 | – | 0.07% | – |
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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% |