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 | $15,821,371 | +24.8% | 42,302 | +14.8% | 6.42% | +19.8% |
| Q1 2024 | $12,681,705 | +10.6% | 36,844 | -0.1% | 5.36% | -3.1% |
| Q4 2023 | $11,464,250 | +2.6% | 36,877 | -10.1% | 5.54% | -10.4% |
| Q3 2023 | $11,171,341 | +18.7% | 41,024 | +23.3% | 6.18% | +14.3% |
| Q2 2023 | $9,411,271 | +36.5% | 33,260 | +20.4% | 5.41% | +28.1% |
| Q1 2023 | $6,893,274 | +20.7% | 27,635 | +3.2% | 4.22% | +7.1% |
| Q4 2022 | $5,709,004 | -3.6% | 26,789 | -3.2% | 3.94% | -7.1% |
| Q3 2022 | $5,920,000 | -3.9% | 27,671 | +0.1% | 4.24% | +0.4% |
| Q2 2022 | $6,159,000 | -22.3% | 27,633 | +0.3% | 4.23% | -13.6% |
| Q1 2022 | $7,923,000 | +5.7% | 27,548 | +18.0% | 4.89% | +4.5% |
| Q4 2021 | $7,493,000 | – | 23,351 | – | 4.68% | – |
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% |