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 | $7,379,982 | +6.4% | 19,732 | -2.1% | 5.95% | +3.6% |
| Q1 2024 | $6,936,226 | +6.4% | 20,152 | -3.9% | 5.74% | -0.9% |
| Q4 2023 | $6,520,352 | -16.3% | 20,974 | -26.7% | 5.79% | +0.8% |
| Q3 2023 | $7,792,434 | -6.3% | 28,616 | -2.7% | 5.74% | -4.5% |
| Q2 2023 | $8,320,677 | +15.7% | 29,406 | +2.0% | 6.02% | +4.2% |
| Q1 2023 | $7,194,251 | +15.5% | 28,842 | -1.4% | 5.78% | +7.4% |
| Q4 2022 | $6,231,178 | +2.9% | 29,239 | +1.8% | 5.38% | -11.6% |
| Q3 2022 | $6,057,000 | -3.9% | 28,727 | +1.6% | 6.08% | -13.3% |
| Q2 2022 | $6,300,000 | -21.9% | 28,265 | +0.8% | 7.02% | -9.7% |
| Q1 2022 | $8,062,000 | -11.7% | 28,033 | -1.5% | 7.77% | -9.8% |
| Q4 2021 | $9,131,000 | – | 28,454 | – | 8.61% | – |
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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% |