VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,649 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $602,891 | +1.6% | 1,610 | -6.6% | 0.39% | -1.3% |
| Q1 2024 | $593,401 | +10.7% | 1,724 | 0.0% | 0.39% | -1.3% |
| Q4 2023 | $535,958 | +14.2% | 1,724 | 0.0% | 0.40% | -16.9% |
| Q3 2023 | $469,463 | -3.8% | 1,724 | 0.0% | 0.48% | -15.2% |
| Q2 2023 | $487,824 | +10.1% | 1,724 | -3.0% | 0.57% | +2.5% |
| Q1 2023 | $443,255 | +17.0% | 1,777 | 0.0% | 0.55% | +25.2% |
| Q4 2022 | $378,696 | -5.8% | 1,777 | -5.3% | 0.44% | -25.4% |
| Q3 2022 | $402,000 | -5.4% | 1,877 | -1.6% | 0.59% | +43.1% |
| Q2 2022 | $425,000 | -8.6% | 1,908 | +18.0% | 0.41% | +6.2% |
| Q1 2022 | $465,000 | -99.9% | 1,617 | -15.0% | 0.39% | -34.3% |
| Q4 2021 | $610,000,000 | – | 1,902 | – | 0.59% | – |
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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% |