VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,696 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,713 | +13.2% | 7,882 | +2.2% | 1.23% | -2.1% |
| Q4 2023 | $2,397 | +15.2% | 7,710 | +0.9% | 1.26% | +5.4% |
| Q3 2023 | $2,080 | +8.4% | 7,640 | -0.7% | 1.19% | +5.9% |
| Q1 2023 | $1,918 | +12.4% | 7,690 | -4.0% | 1.13% | +6.0% |
| Q4 2022 | $1,707 | -99.9% | 8,010 | +0.2% | 1.06% | -2.3% |
| Q3 2022 | $1,710,000 | -5.5% | 7,993 | -1.6% | 1.09% | +7.4% |
| Q2 2022 | $1,810,000 | -25.0% | 8,121 | -3.2% | 1.01% | -0.8% |
| Q1 2022 | $2,414,000 | -13.1% | 8,392 | -3.1% | 1.02% | -8.6% |
| Q4 2021 | $2,778,000 | +160.4% | 8,658 | +4.5% | 1.12% | +106.1% |
| Q1 2021 | $1,067,000 | +92.9% | 8,283 | +279.1% | 0.54% | +49.7% |
| Q4 2020 | $553,000 | +20.5% | 2,185 | +8.4% | 0.36% | -2.7% |
| Q3 2020 | $459,000 | +59.9% | 2,016 | +42.1% | 0.37% | +48.8% |
| Q2 2020 | $287,000 | – | 1,419 | – | 0.25% | – |
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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% |