VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,799 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $24,859,576 | +15.1% | 66,467 | +5.9% | 0.29% | +6.6% |
| Q1 2024 | $21,602,406 | +7.4% | 62,760 | -3.0% | 0.27% | -5.9% |
| Q4 2023 | $20,111,104 | +21.0% | 64,683 | +6.0% | 0.29% | +7.8% |
| Q3 2023 | $16,618,008 | -1.4% | 61,026 | +2.5% | 0.27% | -0.4% |
| Q2 2023 | $16,846,499 | +13.3% | 59,537 | -0.1% | 0.27% | +4.3% |
| Q1 2023 | $14,862,583 | +19.8% | 59,584 | +2.4% | 0.26% | +14.2% |
| Q4 2022 | $12,402,088 | +9.0% | 58,196 | +9.5% | 0.23% | -6.6% |
| Q3 2022 | $11,376,000 | +4.5% | 53,171 | +8.9% | 0.24% | +8.5% |
| Q2 2022 | $10,881,000 | -50.9% | 48,816 | -36.7% | 0.22% | -45.7% |
| Q1 2022 | $22,183,000 | +62.8% | 77,131 | +81.6% | 0.41% | +50.0% |
| Q4 2021 | $13,630,000 | – | 42,475 | – | 0.27% | – |
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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% |