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 | $9,425,873 | +8.5% | 25,202 | -0.1% | 4.30% | +8.2% |
| Q1 2024 | $8,686,469 | +6.6% | 25,237 | -3.7% | 3.97% | -4.7% |
| Q4 2023 | $8,145,643 | +12.9% | 26,202 | -1.1% | 4.17% | +2.7% |
| Q3 2023 | $7,211,783 | -3.3% | 26,484 | +0.5% | 4.06% | -2.5% |
| Q2 2023 | $7,456,030 | +14.0% | 26,350 | +0.5% | 4.17% | +11.3% |
| Q1 2023 | $6,542,264 | +17.3% | 26,230 | +0.2% | 3.74% | +13.9% |
| Q4 2022 | $5,577,350 | -0.3% | 26,171 | +0.1% | 3.29% | -9.8% |
| Q3 2022 | $5,593,000 | -4.3% | 26,141 | -0.3% | 3.65% | +1.1% |
| Q2 2022 | $5,846,000 | -19.9% | 26,227 | +3.4% | 3.61% | -5.7% |
| Q1 2022 | $7,294,000 | -7.4% | 25,361 | +3.3% | 3.83% | -4.5% |
| Q4 2021 | $7,878,000 | +17.6% | 24,550 | +6.4% | 4.00% | +0.9% |
| Q3 2021 | $6,697,000 | +19.8% | 23,078 | +18.5% | 3.97% | +18.2% |
| Q2 2021 | $5,588,000 | +25.9% | 19,483 | +12.9% | 3.36% | +16.3% |
| Q1 2021 | $4,437,000 | +0.1% | 17,261 | -1.3% | 2.89% | -9.4% |
| Q4 2020 | $4,431,000 | +13.3% | 17,490 | +1.8% | 3.19% | -6.3% |
| Q3 2020 | $3,910,000 | +10.2% | 17,176 | -2.1% | 3.40% | -0.1% |
| Q2 2020 | $3,547,000 | +26.8% | 17,553 | -1.6% | 3.41% | +1.9% |
| Q1 2020 | $2,797,000 | -23.2% | 17,844 | -10.8% | 3.34% | +1.7% |
| Q4 2019 | $3,643,000 | – | 19,998 | – | 3.29% | – |
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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% |