VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,665 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $28,969,222 | +11.6% | 77,456 | +2.7% | 15.99% | +4.5% |
| Q1 2024 | $25,963,432 | +13.8% | 75,431 | +2.8% | 15.30% | -4.2% |
| Q4 2023 | $22,822,240 | +16.7% | 73,412 | +2.2% | 15.98% | +3.4% |
| Q3 2023 | $19,555,960 | -0.3% | 71,815 | +3.6% | 15.45% | -0.2% |
| Q2 2023 | $19,621,179 | +15.9% | 69,343 | +2.2% | 15.48% | +7.0% |
| Q1 2023 | $16,927,278 | +18.0% | 67,861 | +0.8% | 14.47% | +10.8% |
| Q4 2022 | $14,349,882 | +1.2% | 67,336 | +1.6% | 13.06% | -11.0% |
| Q3 2022 | $14,174,000 | +0.4% | 66,247 | +4.6% | 14.67% | +0.6% |
| Q2 2022 | $14,120,000 | -18.3% | 63,349 | +5.4% | 14.59% | -7.0% |
| Q1 2022 | $17,292,000 | -11.4% | 60,126 | -1.2% | 15.68% | -9.1% |
| Q4 2021 | $19,526,000 | – | 60,848 | – | 17.26% | – |
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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% |