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 | $9,347,271 | +7.3% | 24,814 | -2.0% | 5.94% | +6.0% |
| Q1 2024 | $8,712,536 | +18.4% | 25,313 | +7.6% | 5.61% | -0.9% |
| Q4 2023 | $7,359,381 | +6.6% | 23,530 | -7.2% | 5.66% | -4.1% |
| Q3 2023 | $6,904,901 | -4.8% | 25,357 | -1.1% | 5.90% | -1.8% |
| Q2 2023 | $7,252,339 | +15.3% | 25,630 | +1.5% | 6.00% | +6.8% |
| Q1 2023 | $6,291,660 | +6.3% | 25,247 | +0.6% | 5.62% | +5.6% |
| Q4 2022 | $5,917,254 | +6.0% | 25,099 | -4.0% | 5.32% | -10.3% |
| Q3 2022 | $5,584,000 | -6.9% | 26,136 | -1.2% | 5.94% | -4.7% |
| Q2 2022 | $5,995,000 | -16.6% | 26,446 | -0.6% | 6.23% | -4.9% |
| Q1 2022 | $7,188,000 | -4.8% | 26,602 | +2.4% | 6.55% | -6.0% |
| Q4 2021 | $7,551,000 | – | 25,974 | – | 6.97% | – |
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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% |