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 2023 | $5,888,155 | +10.2% | 20,809 | -2.9% | 0.67% | -15.8% |
| Q1 2023 | $5,344,486 | +118.3% | 21,426 | +95.1% | 0.80% | +21.1% |
| Q2 2022 | $2,448,000 | -69.9% | 10,982 | -61.2% | 0.66% | -49.1% |
| Q1 2022 | $8,134,000 | -37.4% | 28,285 | -36.9% | 1.30% | -46.2% |
| Q3 2021 | $13,000,000 | +0.2% | 44,801 | -0.9% | 2.41% | -7.6% |
| Q2 2021 | $12,971,000 | +19.8% | 45,226 | +7.3% | 2.61% | -15.2% |
| Q1 2021 | $10,831,000 | +16.8% | 42,137 | +15.1% | 3.07% | +2.8% |
| Q4 2020 | $9,274,000 | +12.0% | 36,607 | -10.7% | 2.99% | -12.6% |
| Q3 2020 | $8,281,000 | – | 40,979 | – | 3.42% | – |
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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% |