VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,997 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.37 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,657,669 | +33.5% | 4,432 | +22.9% | 0.07% | +65.9% |
| Q1 2024 | $1,241,238 | -20.6% | 3,606 | -28.3% | 0.04% | -45.3% |
| Q4 2023 | $1,562,473 | +9.8% | 5,026 | -3.8% | 0.08% | +2.7% |
| Q3 2023 | $1,423,013 | +34.6% | 5,226 | +39.8% | 0.07% | +40.4% |
| Q2 2023 | $1,057,569 | +138.1% | 3,738 | +110.0% | 0.05% | +126.1% |
| Q1 2023 | $444,083 | +117.5% | 1,780 | +85.8% | 0.02% | +109.1% |
| Q4 2022 | $204,176 | -24.7% | 958 | -24.4% | 0.01% | -26.7% |
| Q3 2022 | $271,000 | – | 1,267 | – | 0.02% | – |
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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% |