VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,997 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.37 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,137,197 | +9.1% | 20,761 | -4.6% | 0.78% | +2.9% |
| Q1 2024 | $7,459,022 | +4.1% | 21,757 | -8.5% | 0.76% | -1.7% |
| Q4 2023 | $7,166,103 | -22.5% | 23,777 | -29.8% | 0.77% | -24.8% |
| Q3 2023 | $9,251,032 | -3.8% | 33,872 | -1.0% | 1.02% | -2.9% |
| Q2 2023 | $9,619,450 | +7.5% | 34,226 | -5.4% | 1.06% | +2.4% |
| Q1 2023 | $8,950,893 | +5.4% | 36,187 | -5.3% | 1.03% | -8.2% |
| Q4 2022 | $8,492,987 | +9.2% | 38,193 | +4.9% | 1.12% | -11.5% |
| Q3 2022 | $7,777,000 | -8.3% | 36,398 | +0.8% | 1.27% | +0.8% |
| Q2 2022 | $8,483,000 | -15.5% | 36,124 | +0.4% | 1.26% | -4.0% |
| Q1 2022 | $10,039,000 | -19.7% | 35,993 | -7.6% | 1.31% | -14.7% |
| Q4 2021 | $12,501,000 | -7.9% | 38,955 | -16.7% | 1.54% | -10.7% |
| Q3 2021 | $13,577,000 | +0.2% | 46,790 | -0.9% | 1.72% | -2.5% |
| Q2 2021 | $13,544,000 | +10.0% | 47,223 | -1.4% | 1.77% | +2.2% |
| Q1 2021 | $12,316,000 | -5.8% | 47,915 | -7.2% | 1.73% | -5.7% |
| Q4 2020 | $13,077,000 | +5.4% | 51,619 | -5.3% | 1.83% | -4.9% |
| Q3 2020 | $12,406,000 | +0.4% | 54,506 | -10.9% | 1.93% | +1.5% |
| Q2 2020 | $12,362,000 | +9.9% | 61,169 | -14.8% | 1.90% | -4.2% |
| Q1 2020 | $11,251,000 | -16.7% | 71,807 | -3.1% | 1.98% | -6.6% |
| Q4 2019 | $13,499,000 | +0.3% | 74,099 | -8.4% | 2.12% | +3.9% |
| Q3 2019 | $13,458,000 | -1.4% | 80,937 | -3.1% | 2.04% | -2.0% |
| Q2 2019 | $13,651,000 | +1.2% | 83,547 | -3.2% | 2.08% | -9.0% |
| Q1 2019 | $13,494,000 | – | 86,268 | – | 2.29% | – |
Download | ||||||
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% |