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 | $59,468 | +8.7% | 159 | 0.0% | 0.01% | +11.1% |
| Q1 2024 | $54,728 | +76.0% | 159 | +59.0% | 0.01% | +50.0% |
| Q4 2023 | $31,088 | +14.2% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $27,231 | -3.8% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $28,296 | +13.4% | 100 | 0.0% | 0.01% | +20.0% |
| Q1 2023 | $24,944 | -71.7% | 100 | -85.5% | 0.01% | -91.1% |
| Q2 2017 | $88,000 | +4.8% | 690 | 0.0% | 0.06% | -18.8% |
| Q1 2017 | $84,000 | -71.8% | 690 | -74.2% | 0.07% | -69.7% |
| Q4 2016 | $298,000 | -0.7% | 2,675 | 0.0% | 0.23% | -10.9% |
| Q3 2016 | $300,000 | +4.5% | 2,675 | 0.0% | 0.26% | -0.4% |
| Q2 2016 | $287,000 | +0.7% | 2,675 | 0.0% | 0.26% | -1.2% |
| Q1 2016 | $285,000 | +29.0% | 2,675 | +28.9% | 0.26% | +31.3% |
| Q4 2015 | $221,000 | – | 2,075 | – | 0.20% | – |
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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% |