VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,665 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,162,034 | +37.6% | 3,103 | +26.4% | 0.70% | +30.7% |
| Q1 2024 | $844,726 | +15.8% | 2,454 | +4.6% | 0.54% | -18.7% |
| Q4 2023 | $729,468 | +21.7% | 2,346 | +6.5% | 0.66% | +15.1% |
| Q3 2023 | $599,638 | -12.9% | 2,202 | -9.5% | 0.58% | -9.4% |
| Q2 2023 | $688,319 | +26.9% | 2,433 | +11.9% | 0.64% | +32.3% |
| Q1 2023 | $542,298 | +63.0% | 2,174 | +39.3% | 0.48% | +32.2% |
| Q4 2022 | $332,766 | -99.9% | 1,561 | +1.3% | 0.36% | -16.4% |
| Q3 2022 | $331,085,000 | +127732.0% | 1,541 | +32.4% | 0.43% | +4.3% |
| Q2 2022 | $259,000 | -2.3% | 1,164 | +26.5% | 0.42% | +31.6% |
| Q1 2022 | $265,000 | -99.9% | 920 | +14.1% | 0.32% | +31.7% |
| Q4 2021 | $258,592,000 | – | 806 | – | 0.24% | – |
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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% |