VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,539 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,744,383 | -22.9% | 4,664 | -29.1% | 0.38% | -21.7% |
| Q1 2024 | $2,263,115 | +28.7% | 6,575 | +16.3% | 0.48% | +20.0% |
| Q4 2023 | $1,758,026 | +63.7% | 5,655 | +43.3% | 0.40% | +40.4% |
| Q3 2023 | $1,074,158 | -3.7% | 3,945 | -0.1% | 0.28% | -3.4% |
| Q2 2023 | $1,115,551 | +31.0% | 3,948 | +15.4% | 0.30% | +23.4% |
| Q1 2023 | $851,624 | +16.8% | 3,421 | 0.0% | 0.24% | +9.6% |
| Q4 2022 | $729,278 | +7.4% | 3,421 | +8.0% | 0.22% | -0.5% |
| Q3 2022 | $679,000 | +64.8% | 3,167 | +71.6% | 0.22% | +69.8% |
| Q2 2022 | $412,000 | +5.1% | 1,846 | +36.5% | 0.13% | -33.2% |
| Q3 2021 | $392,000 | +1.3% | 1,352 | 0.0% | 0.19% | +35.9% |
| Q2 2021 | $387,000 | +3.5% | 1,352 | -7.1% | 0.14% | -2.1% |
| Q1 2021 | $374,000 | – | 1,456 | – | 0.14% | – |
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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% |