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 | $4,138,047 | +8.6% | 11,064 | -0.1% | 2.55% | +7.9% |
| Q1 2024 | $3,812,015 | +10.7% | 11,075 | 0.0% | 2.36% | +6.4% |
| Q4 2023 | $3,442,996 | +14.2% | 11,075 | 0.0% | 2.22% | +2.4% |
| Q3 2023 | $3,015,833 | -0.4% | 11,075 | +3.5% | 2.17% | +1.5% |
| Q2 2023 | $3,026,540 | +13.4% | 10,696 | 0.0% | 2.14% | +5.0% |
| Q1 2023 | $2,668,010 | +12.7% | 10,696 | -3.7% | 2.04% | -4.3% |
| Q4 2022 | $2,367,865 | -99.9% | 11,111 | -0.0% | 2.13% | -15.6% |
| Q3 2022 | $2,378,268,000 | -4.0% | 11,116 | 0.0% | 2.52% | -6.9% |
| Q2 2022 | $2,477,645,000 | +75715.3% | 11,116 | -2.2% | 2.71% | -18.4% |
| Q1 2022 | $3,268,000 | -10.4% | 11,364 | 0.0% | 3.32% | -5.7% |
| Q4 2021 | $3,647,000 | – | 11,364 | – | 3.52% | – |
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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% |