VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,570 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $630,212 | +8.7% | 1,685 | 0.0% | 0.12% | -7.9% |
| Q1 2024 | $579,982 | +14.1% | 1,685 | +3.1% | 0.13% | +5.9% |
| Q4 2023 | $508,289 | +14.2% | 1,635 | 0.0% | 0.12% | -14.4% |
| Q3 2023 | $445,227 | -3.8% | 1,635 | 0.0% | 0.14% | -10.3% |
| Q2 2023 | $462,640 | +13.4% | 1,635 | 0.0% | 0.16% | 0.0% |
| Q1 2023 | $407,834 | +17.3% | 1,635 | +0.6% | 0.16% | -29.9% |
| Q4 2022 | $347,669 | -0.1% | 1,625 | 0.0% | 0.22% | 0.0% |
| Q3 2022 | $348,000 | +0.9% | 1,625 | +4.8% | 0.22% | +0.9% |
| Q2 2022 | $345,000 | -33.1% | 1,550 | -3.6% | 0.22% | -26.0% |
| Q4 2021 | $516,000 | +22.6% | 1,608 | +10.9% | 0.30% | +12.1% |
| Q3 2021 | $421,000 | +1.2% | 1,450 | 0.0% | 0.26% | +26.9% |
| Q2 2021 | $416,000 | +37.7% | 1,450 | +21.2% | 0.21% | +38.7% |
| Q4 2020 | $302,000 | +40.5% | 1,196 | +12.5% | 0.15% | +15.4% |
| Q2 2020 | $215,000 | – | 1,063 | – | 0.13% | – |
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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% |