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 2024 | $643,308,769 | +7.3% | 1,720,031 | -1.3% | 29.24% | +63.4% |
| Q1 2024 | $599,791,191 | +58.1% | 1,742,566 | +42.8% | 17.90% | +47.9% |
| Q4 2023 | $379,408,316 | +52.7% | 1,220,433 | +33.7% | 12.10% | +45.8% |
| Q3 2023 | $248,540,737 | -1.8% | 912,712 | +1.8% | 8.30% | -1.1% |
| Q2 2023 | $253,120,500 | +122159.8% | 896,386 | +107898.3% | 8.40% | +119871.4% |
| Q1 2023 | $207,035 | -3.4% | 830 | -17.5% | 0.01% | 0.0% |
| Q4 2022 | $214,296 | +7.7% | 1,006 | +8.2% | 0.01% | -12.5% |
| Q3 2022 | $199,000 | -3.9% | 930 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $207,000 | -24.7% | 928 | -3.1% | 0.01% | -11.1% |
| Q1 2022 | $275,000 | -99.7% | 958 | -99.6% | 0.01% | -99.7% |
| Q4 2021 | $84,578,000 | +9.6% | 263,564 | -0.9% | 2.98% | -1.6% |
| Q3 2021 | $77,143,000 | +1.0% | 265,854 | -0.2% | 3.03% | -0.4% |
| Q2 2021 | $76,389,000 | – | 266,340 | – | 3.04% | – |
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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% |