VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,649 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,706,907 | +6.3% | 4,564 | -2.2% | 0.28% | -1.1% |
| Q1 2024 | $1,605,062 | +11.4% | 4,666 | +0.7% | 0.28% | 0.0% |
| Q4 2023 | $1,440,596 | +3.9% | 4,634 | -9.1% | 0.28% | -8.7% |
| Q3 2023 | $1,387,004 | -5.4% | 5,099 | -1.6% | 0.31% | -1.6% |
| Q2 2023 | $1,466,720 | +8.3% | 5,183 | -4.6% | 0.32% | -5.1% |
| Q1 2023 | $1,354,819 | +6.1% | 5,431 | -9.3% | 0.33% | -4.3% |
| Q4 2022 | $1,276,825 | -1.8% | 5,991 | -1.4% | 0.35% | -4.1% |
| Q3 2022 | $1,300,000 | -11.4% | 6,074 | -7.8% | 0.36% | -9.9% |
| Q2 2022 | $1,467,000 | -42.1% | 6,586 | -25.1% | 0.40% | -30.2% |
| Q1 2022 | $2,535,000 | +8.1% | 8,798 | +19.6% | 0.58% | +5.3% |
| Q4 2021 | $2,346,000 | -37.2% | 7,359 | -42.8% | 0.55% | +37.8% |
| Q3 2021 | $3,736,000 | +166.1% | 12,876 | +163.0% | 0.40% | +1.0% |
| Q2 2021 | $1,404,000 | +67.7% | 4,896 | +50.2% | 0.40% | +47.9% |
| Q1 2021 | $837,000 | +84.8% | 3,260 | +81.9% | 0.27% | +59.9% |
| Q4 2020 | $453,000 | +11.0% | 1,792 | 0.0% | 0.17% | -2.9% |
| Q3 2020 | $408,000 | +41.2% | 1,792 | +25.1% | 0.17% | +22.9% |
| Q2 2020 | $289,000 | – | 1,432 | – | 0.14% | – |
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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% |