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 | $9,522,669 | +8.7% | 25,461 | +0.0% | 0.88% | +9.0% |
| Q1 2024 | $8,760,923 | +5.9% | 25,453 | -4.4% | 0.80% | +1.4% |
| Q4 2023 | $8,275,315 | +1.1% | 26,619 | -11.4% | 0.79% | -5.7% |
| Q3 2023 | $8,182,099 | -4.5% | 30,047 | -0.7% | 0.84% | +1.2% |
| Q2 2023 | $8,565,200 | +7.5% | 30,270 | -5.2% | 0.83% | +2.3% |
| Q1 2023 | $7,968,861 | +13.3% | 31,947 | -3.2% | 0.81% | +5.5% |
| Q4 2022 | $7,036,040 | -52.0% | 33,016 | -51.8% | 0.77% | -44.0% |
| Q3 2022 | $14,658,000 | -2.2% | 68,513 | +1.8% | 1.37% | +3.8% |
| Q2 2022 | $14,994,000 | +3.3% | 67,273 | +33.3% | 1.32% | +28.2% |
| Q1 2022 | $14,520,000 | -17.9% | 50,486 | -8.4% | 1.03% | -13.8% |
| Q4 2021 | $17,679,000 | – | 55,090 | – | 1.20% | – |
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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% |