VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,539 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $523,614 | +41.5% | 1,400 | +30.2% | 0.29% | +46.7% |
| Q1 2024 | $370,015 | +10.3% | 1,075 | -0.4% | 0.20% | 0.0% |
| Q4 2023 | $335,440 | -57.8% | 1,079 | -63.0% | 0.20% | -56.7% |
| Q3 2023 | $794,873 | -41.4% | 2,919 | -39.1% | 0.46% | -37.8% |
| Q2 2023 | $1,356,510 | +152.8% | 4,794 | +122.9% | 0.73% | +123.9% |
| Q1 2023 | $536,545 | -7.8% | 2,151 | -21.2% | 0.33% | -21.4% |
| Q4 2022 | $582,003 | -36.0% | 2,731 | -35.8% | 0.42% | -47.2% |
| Q3 2022 | $910,000 | +261.1% | 4,251 | +385.3% | 0.79% | +488.1% |
| Q1 2022 | $252,000 | +16.1% | 876 | +29.6% | 0.13% | +36.7% |
| Q4 2021 | $217,000 | -21.4% | 676 | -28.8% | 0.10% | -20.3% |
| Q3 2021 | $276,000 | -5.8% | 950 | -7.0% | 0.12% | -3.9% |
| Q2 2021 | $293,000 | -94.5% | 1,022 | -97.3% | 0.13% | -94.8% |
| Q4 2017 | $5,374,000 | -11.0% | 38,205 | -19.6% | 2.48% | -26.4% |
| Q2 2017 | $6,036,000 | – | 47,515 | – | 3.37% | – |
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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% |