VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,696 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,716,260 | -0.5% | 7,211 | -9.1% | 0.30% | -7.4% |
| Q1 2024 | $2,730,000 | +19.2% | 7,930 | +13.9% | 0.32% | +10.6% |
| Q4 2023 | $2,291,144 | +439.3% | 6,961 | +346.2% | 0.29% | +380.3% |
| Q3 2023 | $424,858 | +16.0% | 1,560 | +20.6% | 0.06% | +15.1% |
| Q2 2023 | $366,150 | +46.0% | 1,294 | +29.0% | 0.05% | +35.9% |
| Q1 2023 | $250,850 | -25.6% | 1,003 | -24.5% | 0.04% | -36.1% |
| Q4 2020 | $337,000 | +13.5% | 1,329 | +3.2% | 0.06% | -11.6% |
| Q3 2020 | $297,000 | +12.9% | 1,288 | 0.0% | 0.07% | -11.5% |
| Q2 2020 | $263,000 | – | 1,288 | – | 0.08% | – |
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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% |