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 | $8,046,211 | +6.0% | 21,513 | -2.5% | 3.32% | +6.3% |
| Q1 2024 | $7,592,699 | +8.3% | 22,059 | -2.2% | 3.12% | +3.0% |
| Q4 2023 | $7,013,373 | +14.3% | 22,560 | +0.1% | 3.03% | -1.2% |
| Q3 2023 | $6,137,019 | -3.9% | 22,536 | -0.2% | 3.07% | -1.9% |
| Q2 2023 | $6,388,415 | +13.5% | 22,577 | +0.1% | 3.13% | -0.7% |
| Q1 2023 | $5,626,490 | +25.8% | 22,561 | +7.5% | 3.15% | +12.5% |
| Q4 2022 | $4,474,078 | +20.8% | 20,994 | +21.3% | 2.80% | +6.5% |
| Q3 2022 | $3,704,000 | +11.7% | 17,312 | +16.3% | 2.63% | +0.5% |
| Q2 2022 | $3,317,000 | -5.8% | 14,881 | +21.5% | 2.62% | +6.5% |
| Q1 2022 | $3,521,000 | +19.7% | 12,244 | +33.6% | 2.46% | +6.9% |
| Q4 2021 | $2,941,000 | – | 9,166 | – | 2.30% | – |
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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% |