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 | $691,544 | +6.8% | 1,849 | -1.7% | 0.10% | +4.1% |
| Q1 2024 | $647,521 | +10.7% | 1,881 | 0.0% | 0.10% | -3.0% |
| Q4 2023 | $584,838 | +16.2% | 1,881 | +1.7% | 0.10% | +18.8% |
| Q3 2023 | $503,501 | +8.7% | 1,849 | +13.0% | 0.08% | +28.8% |
| Q2 2023 | $463,206 | +47.6% | 1,637 | +11.1% | 0.07% | +8.2% |
| Q4 2022 | $313,911 | -0.3% | 1,473 | 0.0% | 0.06% | -17.6% |
| Q3 2022 | $315,000 | -4.0% | 1,473 | 0.0% | 0.07% | +4.2% |
| Q2 2022 | $328,000 | -26.0% | 1,473 | -4.3% | 0.07% | -21.1% |
| Q1 2022 | $443,000 | – | 1,539 | – | 0.09% | – |
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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% |