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 | $17,253,013 | +1.2% | 46,130 | -6.9% | 3.47% | -5.3% |
| Q1 2024 | $17,052,666 | +7.4% | 49,543 | -3.0% | 3.66% | +1.0% |
| Q4 2023 | $15,884,614 | +13.7% | 51,096 | -0.4% | 3.62% | -6.9% |
| Q3 2023 | $13,966,533 | -2.4% | 51,289 | +1.4% | 3.89% | +2.9% |
| Q2 2023 | $14,315,760 | +27.2% | 50,593 | +12.1% | 3.78% | +21.2% |
| Q1 2023 | $11,254,155 | +81.3% | 45,118 | +54.9% | 3.12% | +70.7% |
| Q4 2022 | $6,207,156 | +77.1% | 29,127 | +77.8% | 1.83% | +57.1% |
| Q3 2022 | $3,505,000 | +4836.6% | 16,383 | +5068.1% | 1.16% | +4960.9% |
| Q2 2022 | $71,000 | -22.0% | 317 | 0.0% | 0.02% | -20.7% |
| Q1 2022 | $91,000 | -19.5% | 317 | -9.9% | 0.03% | -19.4% |
| Q4 2021 | $113,000 | +79.4% | 352 | +64.5% | 0.04% | +63.6% |
| Q3 2021 | $63,000 | +1.6% | 214 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $62,000 | – | 214 | – | 0.02% | – |
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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% |