VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,799 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,457,193 | +8.9% | 6,570 | +0.2% | 0.27% | +3.9% |
| Q1 2024 | $2,256,467 | -7.0% | 6,555 | -16.0% | 0.26% | -18.0% |
| Q4 2023 | $2,425,074 | -1.6% | 7,801 | -13.8% | 0.32% | -14.4% |
| Q3 2023 | $2,463,523 | +12.9% | 9,047 | +17.3% | 0.37% | +3.4% |
| Q2 2023 | $2,182,570 | +316.7% | 7,713 | +267.3% | 0.36% | +183.3% |
| Q1 2023 | $523,713 | +36.5% | 2,100 | +16.7% | 0.13% | +23.5% |
| Q4 2022 | $383,652 | -87.6% | 1,800 | -87.6% | 0.10% | -89.1% |
| Q3 2022 | $3,093,000 | +1147.2% | 14,458 | +1197.8% | 0.93% | +1194.4% |
| Q2 2022 | $248,000 | +0.4% | 1,114 | -8.8% | 0.07% | -51.0% |
| Q2 2020 | $247,000 | – | 1,222 | – | 0.15% | – |
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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% |