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 | $2,459,864 | +12.7% | 6,577 | +3.7% | 0.15% | +15.0% |
| Q1 2024 | $2,182,916 | +36.3% | 6,342 | +23.1% | 0.13% | +28.3% |
| Q4 2023 | $1,601,965 | +159.6% | 5,153 | +127.4% | 0.10% | +141.5% |
| Q3 2023 | $617,054 | -51.2% | 2,266 | -49.2% | 0.04% | -48.8% |
| Q2 2023 | $1,263,416 | +2.2% | 4,465 | -9.9% | 0.08% | -7.0% |
| Q1 2023 | $1,235,975 | +7.1% | 4,955 | -8.5% | 0.09% | +8.9% |
| Q4 2022 | $1,153,566 | -0.4% | 5,413 | 0.0% | 0.08% | -9.2% |
| Q3 2022 | $1,158,000 | +3.9% | 5,413 | +8.3% | 0.09% | +8.8% |
| Q2 2022 | $1,114,000 | +72.2% | 4,998 | +122.1% | 0.08% | +77.8% |
| Q1 2022 | $647,000 | -14.5% | 2,250 | -4.6% | 0.04% | -6.2% |
| Q4 2021 | $757,000 | +15.9% | 2,359 | +4.8% | 0.05% | +2.1% |
| Q3 2021 | $653,000 | – | 2,250 | – | 0.05% | – |
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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% |