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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $581,721 | +17.3% | 1,690 | +6.0% | 0.31% | -3.4% |
| Q4 2023 | $495,864 | +27.3% | 1,595 | +11.5% | 0.32% | +17.2% |
| Q3 2023 | $389,408 | +11.5% | 1,430 | +15.9% | 0.27% | +17.1% |
| Q2 2023 | $349,173 | +17.7% | 1,234 | +3.8% | 0.23% | +17.0% |
| Q1 2023 | $296,585 | +8.7% | 1,189 | -7.1% | 0.20% | +8.7% |
| Q4 2022 | $272,781 | -6.3% | 1,280 | -5.9% | 0.18% | -8.5% |
| Q3 2022 | $291,000 | -4.0% | 1,360 | 0.0% | 0.20% | -3.4% |
| Q2 2022 | $303,000 | – | 1,360 | – | 0.21% | – |
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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% |