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 | $14,662,785 | +5.5% | 39,204 | -2.9% | 7.29% | +1.1% |
| Q1 2024 | $13,899,918 | +28.5% | 40,383 | +16.1% | 7.22% | +10.9% |
| Q4 2023 | $10,816,204 | +71.0% | 34,792 | +49.8% | 6.51% | +58.4% |
| Q3 2023 | $6,326,348 | +34.1% | 23,232 | +39.3% | 4.11% | +28.5% |
| Q2 2023 | $4,718,365 | +151372.4% | 16,675 | +33.5% | 3.20% | +9.4% |
| Q1 2023 | $3,115 | +56.8% | 12,486 | +33.9% | 2.92% | +55.9% |
| Q4 2022 | $1,987 | -99.9% | 9,326 | +37.2% | 1.87% | +47.4% |
| Q3 2022 | $1,454,000 | +31.0% | 6,797 | +36.5% | 1.27% | +37.4% |
| Q2 2022 | $1,110,000 | -56.1% | 4,981 | -43.3% | 0.92% | -47.2% |
| Q1 2022 | $2,529,000 | -1.6% | 8,792 | +6.6% | 1.75% | +85.9% |
| Q4 2021 | $2,570,000 | +250.1% | 8,251 | +226.3% | 0.94% | +59.6% |
| Q3 2021 | $734,000 | +7.9% | 2,529 | +6.6% | 0.59% | +8.0% |
| Q2 2021 | $680,000 | – | 2,372 | – | 0.55% | – |
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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% |