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 | $26,363 | +5.1% | 70,489 | -3.3% | 15.16% | +2.3% |
| Q1 2024 | $25,085 | +11.6% | 72,878 | -1.0% | 14.81% | +3.2% |
| Q4 2023 | $22,484 | +13.7% | 73,577 | +1.3% | 14.36% | +0.3% |
| Q3 2023 | $19,783 | -2.6% | 72,651 | +1.2% | 14.32% | -0.1% |
| Q2 2023 | $20,310 | +9.4% | 71,779 | -3.6% | 14.33% | +7.4% |
| Q1 2023 | $18,564 | +20.4% | 74,422 | +2.9% | 13.34% | +11.2% |
| Q4 2022 | $15,416 | -99.9% | 72,341 | +5.0% | 12.00% | -6.5% |
| Q3 2022 | $14,734,000 | -3.4% | 68,868 | +1.6% | 12.84% | +3.1% |
| Q2 2022 | $15,254,000 | -22.9% | 67,781 | -1.4% | 12.45% | -14.9% |
| Q1 2022 | $19,775,000 | -5.8% | 68,759 | +5.2% | 14.64% | -5.2% |
| Q4 2021 | $20,982,000 | – | 65,387 | – | 15.43% | – |
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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% |