VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,417 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,495,849 | -3.8% | 13,782 | -16.1% | 0.73% | -13.6% |
| Q4 2022 | $3,632,434 | -6.5% | 16,433 | -9.5% | 0.84% | -18.8% |
| Q3 2022 | $3,887,000 | -16.3% | 18,166 | -12.8% | 1.04% | +4.7% |
| Q2 2022 | $4,646,000 | -33.4% | 20,843 | -14.0% | 0.99% | -20.8% |
| Q1 2022 | $6,974,000 | -19.2% | 24,247 | -9.9% | 1.25% | -17.3% |
| Q4 2021 | $8,632,000 | +0.6% | 26,898 | -2.9% | 1.51% | -4.6% |
| Q3 2021 | $8,578,000 | +47.2% | 27,707 | +41.0% | 1.58% | +13.7% |
| Q2 2021 | $5,827,000 | +13.3% | 19,649 | +5.8% | 1.39% | +6.5% |
| Q1 2021 | $5,142,000 | +1324.4% | 18,572 | +1203.3% | 1.31% | +711.2% |
| Q4 2020 | $361,000 | +2.0% | 1,425 | -4.2% | 0.16% | -7.5% |
| Q3 2020 | $354,000 | -57.0% | 1,487 | -59.7% | 0.17% | -44.8% |
| Q2 2020 | $824,000 | – | 3,686 | – | 0.32% | – |
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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% |