VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,649 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $294,804 | +8.7% | 788 | 0.0% | 0.11% | +4.9% |
| Q1 2024 | $271,307 | -89.0% | 788 | -90.1% | 0.10% | -89.9% |
| Q4 2023 | $2,467,415 | -7.9% | 7,937 | -19.3% | 1.02% | -15.4% |
| Q3 2023 | $2,678,708 | +1824.9% | 9,837 | +1406.4% | 1.21% | +1630.0% |
| Q4 2022 | $139,161 | -31.1% | 653 | -7.2% | 0.07% | -11.4% |
| Q1 2022 | $202,000 | -76.0% | 704 | -73.1% | 0.08% | -80.9% |
| Q4 2021 | $840,000 | -76.8% | 2,617 | -79.0% | 0.41% | -72.4% |
| Q3 2021 | $3,624,000 | +389.7% | 12,490 | +385.0% | 1.50% | +422.0% |
| Q2 2021 | $740,000 | +12.3% | 2,575 | +0.4% | 0.29% | -1.7% |
| Q1 2021 | $659,000 | -35.7% | 2,565 | -36.6% | 0.29% | -38.0% |
| Q4 2020 | $1,025,000 | +12.0% | 4,045 | +0.6% | 0.47% | -11.6% |
| Q3 2020 | $915,000 | +13.8% | 4,020 | +1.1% | 0.53% | -1.8% |
| Q2 2020 | $804,000 | +43.6% | 3,977 | +11.2% | 0.54% | +28.1% |
| Q1 2020 | $560,000 | -66.6% | 3,575 | -61.1% | 0.42% | -53.3% |
| Q4 2019 | $1,675,000 | – | 9,194 | – | 0.91% | – |
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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% |