VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,997 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.37 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $256,571 | -10.5% | 686 | -34.9% | 0.23% | -22.6% |
| Q3 2023 | $286,743 | -15.1% | 1,053 | -11.7% | 0.30% | -10.5% |
| Q2 2023 | $337,572 | -2.3% | 1,193 | -13.9% | 0.33% | -8.0% |
| Q1 2023 | $345,474 | +19.7% | 1,385 | +2.3% | 0.36% | +63.3% |
| Q4 2022 | $288,551 | +10.6% | 1,354 | +10.8% | 0.22% | -6.0% |
| Q3 2022 | $261,000 | +289.6% | 1,222 | +307.3% | 0.24% | +312.3% |
| Q2 2022 | $67,000 | -52.5% | 300 | -31.5% | 0.06% | -30.5% |
| Q4 2021 | $141,000 | -2.8% | 438 | -12.2% | 0.08% | -18.8% |
| Q3 2021 | $145,000 | – | 499 | – | 0.10% | – |
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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% |