VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,804 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,102,310 | +7.3% | 5,621 | -1.3% | 0.76% | +5.7% |
| Q1 2024 | $1,959,531 | +7.6% | 5,693 | -2.8% | 0.72% | -0.4% |
| Q4 2023 | $1,820,824 | +14.5% | 5,857 | +0.3% | 0.72% | +4.8% |
| Q3 2023 | $1,590,290 | -1.8% | 5,840 | +2.0% | 0.69% | -1.1% |
| Q2 2023 | $1,619,663 | +11.9% | 5,724 | -1.3% | 0.70% | +6.6% |
| Q1 2023 | $1,447,251 | +28.3% | 5,802 | +9.6% | 0.65% | +21.4% |
| Q4 2022 | $1,128,417 | +0.4% | 5,295 | +0.8% | 0.54% | -9.7% |
| Q3 2022 | $1,124,000 | -3.8% | 5,252 | +0.2% | 0.60% | -0.2% |
| Q2 2022 | $1,168,000 | -26.1% | 5,241 | -4.6% | 0.60% | -16.7% |
| Q1 2022 | $1,580,000 | -10.2% | 5,493 | +0.1% | 0.72% | -7.7% |
| Q4 2021 | $1,760,000 | +1.7% | 5,485 | -0.4% | 0.78% | -0.9% |
| Q3 2021 | $1,730,000 | +6.8% | 5,508 | -2.5% | 0.78% | -4.9% |
| Q2 2021 | $1,620,000 | +12.3% | 5,647 | +0.6% | 0.82% | +5.0% |
| Q1 2021 | $1,442,000 | +0.3% | 5,611 | -1.2% | 0.78% | -8.8% |
| Q4 2020 | $1,438,000 | +11.4% | 5,678 | +0.1% | 0.86% | -4.1% |
| Q3 2020 | $1,291,000 | +10.2% | 5,673 | -2.1% | 0.90% | +1.6% |
| Q2 2020 | $1,171,000 | +37.3% | 5,792 | +6.4% | 0.88% | +14.7% |
| Q1 2020 | $853,000 | -23.9% | 5,444 | -11.5% | 0.77% | -9.3% |
| Q4 2019 | $1,121,000 | – | 6,152 | – | 0.85% | – |
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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% |