VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,696 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $938,017 | +135.3% | 2,508 | +116.6% | 0.09% | +135.1% |
| Q1 2024 | $398,584 | +9.3% | 1,158 | -1.3% | 0.04% | +8.8% |
| Q4 2023 | $364,662 | +14.2% | 1,173 | 0.0% | 0.03% | +6.2% |
| Q3 2023 | $319,420 | -3.8% | 1,173 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $331,912 | +13.4% | 1,173 | 0.0% | 0.03% | +10.3% |
| Q1 2023 | $292,593 | +17.0% | 1,173 | 0.0% | 0.03% | +16.0% |
| Q4 2022 | $249,978 | -11.7% | 1,173 | -11.3% | 0.02% | -16.7% |
| Q3 2022 | $283,000 | -5.7% | 1,323 | -1.7% | 0.03% | 0.0% |
| Q2 2022 | $300,000 | -26.1% | 1,346 | -4.6% | 0.03% | -18.9% |
| Q1 2022 | $406,000 | -10.6% | 1,411 | -0.4% | 0.04% | -5.1% |
| Q4 2021 | $454,000 | +10.5% | 1,416 | 0.0% | 0.04% | -2.5% |
| Q3 2021 | $411,000 | -14.0% | 1,416 | -15.0% | 0.04% | -11.1% |
| Q2 2021 | $478,000 | +9.6% | 1,666 | -1.8% | 0.04% | +2.3% |
| Q1 2021 | $436,000 | -4.2% | 1,696 | -5.5% | 0.04% | -8.3% |
| Q4 2020 | $455,000 | – | 1,795 | – | 0.05% | – |
Download | ||||||
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% |