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 | $14,350,390 | +6.6% | 38,369 | -1.9% | 3.37% | +9.1% |
| Q1 2024 | $13,466,825 | +9.1% | 39,125 | -1.5% | 3.09% | +1.6% |
| Q4 2023 | $12,346,910 | +13.8% | 39,716 | -0.3% | 3.04% | +3.6% |
| Q3 2023 | $10,848,013 | -3.9% | 39,837 | -0.2% | 2.94% | -1.5% |
| Q2 2023 | $11,292,368 | +2702.1% | 39,908 | +2149.6% | 2.98% | +1914.2% |
| Q3 2020 | $403,000 | +5.8% | 1,774 | -6.0% | 0.15% | -6.3% |
| Q2 2020 | $381,000 | +21.0% | 1,888 | -6.2% | 0.16% | -2.5% |
| Q1 2020 | $315,000 | -8.4% | 2,012 | +6.5% | 0.16% | +23.7% |
| Q4 2019 | $344,000 | – | 1,890 | – | 0.13% | – |
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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% |