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 | $349,237 | +7.4% | 934 | -1.2% | 0.10% | +3.3% |
| Q1 2024 | $325,188 | +4.7% | 945 | -5.5% | 0.09% | -4.2% |
| Q4 2023 | $310,738 | -2.6% | 1,000 | -14.7% | 0.10% | -10.3% |
| Q3 2023 | $319,143 | -3.7% | 1,172 | 0.0% | 0.11% | -0.9% |
| Q2 2023 | $331,543 | +13.5% | 1,172 | +0.1% | 0.11% | +12.5% |
| Q1 2023 | $292,190 | +6.4% | 1,171 | -9.1% | 0.10% | -2.0% |
| Q4 2022 | $274,488 | +3.6% | 1,288 | +4.0% | 0.10% | +2.1% |
| Q3 2022 | $265,000 | -3.6% | 1,238 | +0.5% | 0.10% | +2.1% |
| Q2 2022 | $275,000 | -36.8% | 1,232 | -18.5% | 0.09% | -26.0% |
| Q1 2022 | $435,000 | +27.2% | 1,511 | +41.9% | 0.13% | +29.6% |
| Q4 2021 | $342,000 | +51.3% | 1,065 | +35.3% | 0.10% | +40.0% |
| Q2 2021 | $226,000 | +13.0% | 787 | +0.9% | 0.07% | +4.5% |
| Q1 2021 | $200,000 | – | 780 | – | 0.07% | – |
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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% |