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 | $8,887,682 | +7.2% | 23,763 | -1.4% | 4.08% | +4.5% |
| Q1 2024 | $8,291,510 | +20.3% | 24,089 | +8.7% | 3.91% | +11.5% |
| Q4 2023 | $6,890,621 | +8.2% | 22,165 | -5.2% | 3.50% | -1.6% |
| Q3 2023 | $6,366,044 | -5.6% | 23,378 | -1.9% | 3.56% | -17.1% |
| Q2 2023 | $6,745,203 | +14.8% | 23,838 | +1.2% | 4.30% | +11.5% |
| Q1 2023 | $5,873,123 | +17.3% | 23,545 | +0.3% | 3.86% | +13.6% |
| Q4 2022 | $5,005,000 | +46.8% | 23,486 | +47.3% | 3.39% | +22.6% |
| Q3 2022 | $3,410,000 | +12.4% | 15,939 | +17.1% | 2.77% | +8.3% |
| Q2 2022 | $3,035,000 | -17.3% | 13,615 | +6.7% | 2.55% | -4.6% |
| Q1 2022 | $3,670,000 | -7.7% | 12,759 | +3.0% | 2.68% | -8.5% |
| Q4 2021 | $3,975,000 | – | 12,388 | – | 2.92% | – |
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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% |