VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,417 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $226,944 | +1.5% | 607 | -6.6% | 0.05% | +2.1% |
| Q1 2024 | $223,656 | -4.3% | 650 | -13.6% | 0.05% | -11.3% |
| Q4 2023 | $233,679 | -2.7% | 752 | -14.7% | 0.05% | -13.1% |
| Q3 2023 | $240,104 | -10.8% | 882 | -7.3% | 0.06% | -9.0% |
| Q2 2023 | $269,193 | +6.6% | 951 | -6.0% | 0.07% | 0.0% |
| Q1 2023 | $252,480 | +10.7% | 1,012 | -5.5% | 0.07% | +3.1% |
| Q4 2022 | $228,142 | -0.8% | 1,071 | -0.4% | 0.06% | -7.1% |
| Q3 2022 | $230,000 | -7.3% | 1,075 | -3.5% | 0.07% | -2.8% |
| Q2 2022 | $248,000 | -23.2% | 1,114 | -0.9% | 0.07% | -16.3% |
| Q1 2022 | $323,000 | -10.5% | 1,124 | 0.0% | 0.09% | -8.5% |
| Q4 2021 | $361,000 | +6.2% | 1,124 | -4.1% | 0.09% | -2.1% |
| Q3 2021 | $340,000 | – | 1,172 | – | 0.10% | – |
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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% |