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 | $4,301,306 | +12.7% | 11,141 | +0.0% | 0.27% | -2.9% |
| Q1 2024 | $3,817,726 | +37.0% | 11,136 | +22.9% | 0.28% | +22.4% |
| Q4 2023 | $2,787,572 | -0.6% | 9,058 | -9.8% | 0.23% | -19.7% |
| Q3 2023 | $2,803,753 | +62.5% | 10,043 | +68.4% | 0.28% | +52.7% |
| Q2 2023 | $1,725,138 | +151.6% | 5,965 | +115.0% | 0.19% | +106.7% |
| Q1 2023 | $685,703 | +18.7% | 2,775 | +2.9% | 0.09% | +4.7% |
| Q4 2022 | $577,563 | +79.4% | 2,697 | +79.2% | 0.09% | +32.3% |
| Q3 2022 | $322,000 | -3.9% | 1,505 | 0.0% | 0.06% | -9.7% |
| Q2 2022 | $335,000 | -65.8% | 1,505 | -54.8% | 0.07% | -67.0% |
| Q1 2022 | $979,000 | +55.2% | 3,333 | +58.7% | 0.22% | +11.8% |
| Q4 2021 | $631,000 | – | 2,100 | – | 0.20% | – |
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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% |