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 | $4,681,837 | +9.6% | 12,518 | +0.9% | 4.00% | +6.2% |
| Q1 2024 | $4,270,715 | +12.3% | 12,408 | +1.4% | 3.77% | +4.2% |
| Q4 2023 | $3,803,593 | +16.0% | 12,235 | +1.6% | 3.61% | +5.7% |
| Q3 2023 | $3,280,241 | -6.4% | 12,046 | -2.8% | 3.42% | -1.4% |
| Q2 2023 | $3,505,953 | +12.8% | 12,390 | -0.5% | 3.47% | +10.1% |
| Q1 2023 | $3,106,908 | +19.1% | 12,456 | +1.8% | 3.15% | +15.4% |
| Q4 2022 | $2,607,964 | +8.9% | 12,238 | +9.9% | 2.73% | +2.0% |
| Q3 2022 | $2,394,000 | -1.2% | 11,140 | +2.5% | 2.67% | +3.7% |
| Q2 2022 | $2,423,000 | +1.2% | 10,870 | +30.5% | 2.58% | +18.1% |
| Q1 2022 | $2,395,000 | -2.8% | 8,330 | +8.5% | 2.18% | -0.8% |
| Q4 2021 | $2,465,000 | – | 7,680 | – | 2.20% | – |
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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% |