VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,804 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,130,201 | +7.5% | 40,454 | -1.1% | 6.29% | +1.0% |
| Q1 2024 | $14,076,747 | +10.2% | 40,897 | -0.5% | 6.23% | -0.7% |
| Q4 2023 | $12,775,614 | +14.2% | 41,095 | +0.0% | 6.27% | -1.7% |
| Q3 2023 | $11,186,192 | -7.9% | 41,079 | -68.1% | 6.38% | +2.4% |
| Q2 2023 | $12,143,252 | +13.6% | 128,745 | +200.4% | 6.23% | -5.8% |
| Q1 2023 | $10,690,585 | +17.3% | 42,858 | +0.2% | 6.61% | -4.5% |
| Q4 2022 | $9,114,882 | +11.7% | 42,771 | +12.1% | 6.92% | +5.3% |
| Q3 2022 | $8,163,000 | -14.4% | 38,152 | -10.8% | 6.57% | -10.0% |
| Q2 2022 | $9,536,000 | -22.5% | 42,785 | +0.1% | 7.30% | +2.8% |
| Q1 2022 | $12,298,000 | +1.8% | 42,762 | +13.5% | 7.10% | -2.7% |
| Q4 2021 | $12,086,000 | +13.8% | 37,662 | +2.9% | 7.30% | -5.4% |
| Q3 2021 | $10,625,000 | -0.3% | 36,618 | -1.5% | 7.72% | -2.7% |
| Q2 2021 | $10,661,000 | +10.6% | 37,172 | -0.9% | 7.93% | -0.1% |
| Q1 2021 | $9,637,000 | – | 37,491 | – | 7.93% | – |
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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% |