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 | $353,041 | +21.7% | 944 | +12.0% | 0.13% | +17.6% |
| Q1 2024 | $290,104 | +10.8% | 843 | 0.0% | 0.11% | +1.9% |
| Q4 2023 | $261,924 | +14.2% | 843 | +0.1% | 0.11% | +3.9% |
| Q3 2023 | $229,312 | +7.8% | 842 | +12.0% | 0.10% | +12.1% |
| Q2 2023 | $212,725 | -0.1% | 752 | +13.3% | 0.09% | +9.6% |
| Q4 2021 | $213,000 | -59.7% | 664 | -77.1% | 0.08% | -75.7% |
| Q4 2019 | $529,000 | +25.1% | 2,902 | +14.2% | 0.34% | +17.5% |
| Q3 2019 | $423,000 | 0.0% | 2,541 | -1.9% | 0.29% | -0.3% |
| Q2 2019 | $423,000 | +4.4% | 2,590 | +0.0% | 0.29% | +5.0% |
| Q1 2019 | $405,000 | +16.4% | 2,589 | 0.0% | 0.28% | +3.3% |
| Q4 2018 | $348,000 | -19.6% | 2,589 | -3.6% | 0.27% | -3.6% |
| Q3 2018 | $433,000 | +23.7% | 2,687 | +15.0% | 0.28% | +12.5% |
| Q2 2018 | $350,000 | -6.4% | 2,337 | -11.3% | 0.25% | -8.8% |
| Q1 2018 | $374,000 | – | 2,636 | – | 0.27% | – |
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% |