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 | $600,029 | +6.9% | 1,604 | -1.6% | 0.05% | +4.0% |
| Q1 2024 | $561,154 | +96.5% | 1,630 | +77.4% | 0.05% | +85.2% |
| Q4 2023 | $285,611 | +29.0% | 919 | +13.0% | 0.03% | +12.5% |
| Q3 2023 | $221,359 | -3.7% | 813 | +0.1% | 0.02% | -17.2% |
| Q2 2023 | $229,845 | +29.5% | 812 | +14.0% | 0.03% | +52.6% |
| Q1 2023 | $177,510 | -17.3% | 712 | -29.3% | 0.02% | -20.8% |
| Q4 2022 | $214,532 | +41.1% | 1,007 | +41.8% | 0.02% | +41.2% |
| Q3 2022 | $152,000 | +85.4% | 710 | +92.9% | 0.02% | +88.9% |
| Q2 2022 | $82,000 | -7.9% | 368 | +19.1% | 0.01% | +12.5% |
| Q1 2022 | $89,000 | -22.6% | 309 | -13.9% | 0.01% | -27.3% |
| Q4 2021 | $115,000 | +10.6% | 359 | 0.0% | 0.01% | +10.0% |
| Q3 2021 | $104,000 | +25.3% | 359 | +24.2% | 0.01% | +25.0% |
| Q2 2021 | $83,000 | +12.2% | 289 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $74,000 | +1.4% | 288 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $73,000 | +10.6% | 288 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $66,000 | +69.2% | 288 | +48.5% | 0.01% | +50.0% |
| Q2 2020 | $39,000 | -37.1% | 194 | -50.8% | 0.01% | -45.5% |
| Q1 2020 | $62,000 | -10.1% | 394 | +4.5% | 0.01% | -8.3% |
| Q4 2019 | $69,000 | – | 377 | – | 0.01% | – |
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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% |