VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,665 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $35,202,766 | +8.5% | 94,123 | -0.2% | 10.54% | +5.5% |
| Q1 2024 | $32,450,330 | +8.2% | 94,278 | -2.3% | 9.99% | +3.0% |
| Q4 2023 | $29,984,418 | +13.9% | 96,450 | -0.3% | 9.70% | +4.5% |
| Q3 2023 | $26,336,545 | -5.3% | 96,715 | -1.6% | 9.28% | -3.0% |
| Q2 2023 | $27,812,125 | +12.8% | 98,290 | -0.6% | 9.57% | +6.9% |
| Q1 2023 | $24,661,537 | +14.3% | 98,868 | -2.4% | 8.96% | +7.1% |
| Q4 2022 | $21,577,383 | +3.1% | 101,250 | +3.5% | 8.37% | +1.3% |
| Q3 2022 | $20,920,000 | -0.2% | 97,779 | +4.0% | 8.26% | +3.3% |
| Q2 2022 | $20,956,000 | -14.9% | 94,018 | +9.9% | 8.00% | -5.9% |
| Q1 2022 | $24,614,000 | -8.5% | 85,583 | +2.1% | 8.50% | -4.8% |
| Q4 2021 | $26,911,000 | +10.9% | 83,861 | +0.2% | 8.93% | +5.2% |
| Q3 2021 | $24,273,000 | +1.9% | 83,652 | +0.9% | 8.49% | +1.7% |
| Q2 2021 | $23,810,000 | +20.6% | 82,865 | +7.9% | 8.35% | +12.1% |
| Q1 2021 | $19,743,000 | – | 76,808 | – | 7.45% | – |
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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% |