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 | $733,060 | +23.6% | 1,960 | +13.8% | 0.06% | +18.9% |
| Q1 2024 | $593,057 | +16.7% | 1,723 | +5.4% | 0.05% | +8.2% |
| Q4 2023 | $507,978 | +14.2% | 1,634 | 0.0% | 0.05% | +19.5% |
| Q3 2023 | $444,955 | -2.0% | 1,634 | +1.9% | 0.04% | -2.4% |
| Q2 2023 | $453,868 | +15.6% | 1,604 | +1.9% | 0.04% | +7.7% |
| Q1 2023 | $392,619 | +17.0% | 1,574 | 0.0% | 0.04% | +8.3% |
| Q4 2022 | $335,435 | +0.4% | 1,574 | +1.0% | 0.04% | -2.7% |
| Q3 2022 | $334,000 | -3.7% | 1,559 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $347,000 | -22.5% | 1,559 | 0.0% | 0.04% | -7.5% |
| Q1 2022 | $448,000 | -10.4% | 1,559 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $500,000 | +10.6% | 1,559 | 0.0% | 0.04% | +2.6% |
| Q3 2021 | $452,000 | +1.1% | 1,559 | 0.0% | 0.04% | +2.6% |
| Q2 2021 | $447,000 | +3.7% | 1,559 | 0.0% | 0.04% | +2.7% |
| Q1 2021 | $431,000 | -2.3% | 1,559 | -10.4% | 0.04% | -11.9% |
| Q4 2020 | $441,000 | – | 1,740 | – | 0.04% | – |
Download | ||||||
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% |