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 | $1,144,794 | -3.5% | 3,061 | -11.2% | 0.19% | -5.1% |
| Q1 2024 | $1,186,067 | +13.4% | 3,446 | +2.4% | 0.20% | +37.5% |
| Q4 2023 | $1,045,743 | +11.1% | 3,364 | -2.7% | 0.14% | +2.1% |
| Q3 2023 | $941,002 | -18.4% | 3,456 | -15.2% | 0.14% | -5.4% |
| Q2 2023 | $1,153,284 | +26.2% | 4,076 | +11.2% | 0.15% | +24.2% |
| Q1 2023 | $913,858 | +16.3% | 3,664 | -0.7% | 0.12% | +10.1% |
| Q4 2022 | $786,054 | +15.8% | 3,688 | +16.2% | 0.11% | 0.0% |
| Q3 2022 | $679,000 | -5.0% | 3,175 | -1.0% | 0.11% | -0.9% |
| Q2 2022 | $715,000 | -26.1% | 3,206 | -4.7% | 0.11% | -15.4% |
| Q1 2022 | $968,000 | -5.5% | 3,365 | +5.5% | 0.13% | -4.4% |
| Q4 2021 | $1,024,000 | +6.6% | 3,190 | +1.9% | 0.14% | +4.6% |
| Q3 2021 | $961,000 | +9.3% | 3,131 | +2.1% | 0.13% | +7.4% |
| Q2 2021 | $879,000 | +14.3% | 3,066 | +2.5% | 0.12% | +6.1% |
| Q1 2021 | $769,000 | +0.4% | 2,991 | -1.1% | 0.11% | -13.6% |
| Q4 2020 | $766,000 | – | 3,023 | – | 0.13% | – |
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% |