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 | $2,912,338 | +8.5% | 7,787 | -0.1% | 2.23% | +5.5% |
| Q1 2024 | $2,683,656 | +11.6% | 7,797 | +0.8% | 2.11% | +4.4% |
| Q4 2023 | $2,404,482 | +14.6% | 7,734 | +0.4% | 2.02% | +1.5% |
| Q3 2023 | $2,098,667 | -3.9% | 7,707 | -0.1% | 2.00% | +1.4% |
| Q2 2023 | $2,183,474 | +13.4% | 7,717 | +0.0% | 1.97% | +6.4% |
| Q1 2023 | $1,924,717 | +19.4% | 7,716 | +2.0% | 1.85% | +11.9% |
| Q4 2022 | $1,612,323 | -1.7% | 7,566 | -1.3% | 1.65% | -13.5% |
| Q3 2022 | $1,640,000 | -4.0% | 7,665 | 0.0% | 1.91% | +1.8% |
| Q2 2022 | $1,708,000 | -29.0% | 7,665 | -8.4% | 1.88% | -13.9% |
| Q1 2022 | $2,406,000 | -4.5% | 8,364 | +6.6% | 2.18% | -3.9% |
| Q4 2021 | $2,519,000 | – | 7,849 | – | 2.27% | – |
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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% |