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 | $11,610,061 | +9.3% | 31,042 | +0.6% | 1.09% | +9.7% |
| Q1 2024 | $10,622,754 | +5.5% | 30,862 | -4.7% | 0.99% | -1.1% |
| Q4 2023 | $10,067,227 | +27.4% | 32,383 | +11.6% | 1.00% | +13.7% |
| Q3 2023 | $7,904,615 | +5.1% | 29,028 | +9.2% | 0.88% | +10.4% |
| Q2 2023 | $7,524,189 | +11.4% | 26,591 | -1.8% | 0.80% | +1.1% |
| Q1 2023 | $6,755,584 | +20.2% | 27,083 | +2.7% | 0.79% | +14.5% |
| Q4 2022 | $5,620,776 | +1.2% | 26,375 | +1.6% | 0.69% | -26.1% |
| Q3 2022 | $5,556,000 | -3.5% | 25,970 | +0.5% | 0.94% | -1.6% |
| Q2 2022 | $5,759,000 | -13.8% | 25,837 | +11.2% | 0.95% | -7.8% |
| Q1 2022 | $6,684,000 | +33.1% | 23,240 | +48.5% | 1.03% | +34.9% |
| Q4 2021 | $5,023,000 | +2529.8% | 15,652 | +2282.3% | 0.76% | +1430.0% |
| Q3 2021 | $191,000 | -37.2% | 657 | -38.0% | 0.05% | -26.5% |
| Q2 2021 | $304,000 | +10033.3% | 1,060 | +10500.0% | 0.07% | +6700.0% |
| Q1 2021 | $3,000 | -66.7% | 10 | -80.4% | 0.00% | -66.7% |
| Q4 2019 | $9,000 | -67.9% | 51 | -76.3% | 0.00% | -78.6% |
| Q4 2018 | $28,000 | – | 215 | – | 0.01% | – |
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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% |