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 | $3,741,228 | -41.9% | 10,003 | -46.5% | 0.25% | -49.5% |
| Q1 2024 | $6,436,337 | +6.5% | 18,699 | -3.8% | 0.50% | -2.3% |
| Q4 2023 | $6,045,356 | +7.5% | 19,446 | -5.8% | 0.51% | -4.3% |
| Q3 2023 | $5,624,352 | +8.3% | 20,654 | +12.5% | 0.53% | -11.6% |
| Q2 2023 | $5,195,079 | +13.7% | 18,360 | +0.2% | 0.60% | +11.0% |
| Q1 2023 | $4,570,278 | +19.1% | 18,322 | +1.7% | 0.54% | +6.9% |
| Q4 2022 | $3,838,748 | +2.2% | 18,013 | +2.6% | 0.51% | -10.5% |
| Q3 2022 | $3,757,000 | +31.8% | 17,561 | +37.3% | 0.57% | +34.2% |
| Q2 2022 | $2,851,000 | -24.3% | 12,792 | -2.3% | 0.42% | -14.0% |
| Q1 2022 | $3,766,000 | -8.5% | 13,094 | +2.1% | 0.49% | -9.5% |
| Q4 2021 | $4,114,000 | +7.9% | 12,819 | -2.5% | 0.54% | -0.9% |
| Q3 2021 | $3,813,000 | -0.2% | 13,142 | -1.4% | 0.55% | +18.0% |
| Q2 2021 | $3,822,000 | +25.8% | 13,326 | +12.8% | 0.47% | -6.8% |
| Q1 2021 | $3,037,000 | +5.1% | 11,818 | +3.6% | 0.50% | -17.6% |
| Q4 2020 | $2,891,000 | -96.5% | 11,412 | +3132.9% | 0.61% | +1345.2% |
| Q3 2020 | $83,625,000 | +0.9% | 353 | -10.2% | 0.04% | -8.7% |
| Q2 2020 | $82,873,000 | -5.8% | 393 | -29.9% | 0.05% | -17.9% |
| Q1 2020 | $87,968,000 | -21.1% | 561 | +0.2% | 0.06% | -16.4% |
| Q4 2019 | $111,512,000 | – | 560 | – | 0.07% | – |
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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% |