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 | $4,701,306 | +8.3% | 12,570 | -0.3% | 1.02% | +4.3% |
| Q1 2024 | $4,340,362 | +15.0% | 12,610 | +3.9% | 0.98% | +5.8% |
| Q4 2023 | $3,774,394 | +13.6% | 12,141 | -0.5% | 0.93% | -1.3% |
| Q3 2023 | $3,321,910 | -15.4% | 12,199 | -12.1% | 0.94% | -15.8% |
| Q2 2023 | $3,927,202 | +18.1% | 13,879 | +4.1% | 1.11% | +10.3% |
| Q1 2023 | $3,325,285 | +25.1% | 13,331 | +6.9% | 1.01% | +22.6% |
| Q4 2022 | $2,658,334 | -5.5% | 12,474 | -5.1% | 0.82% | -14.0% |
| Q3 2022 | $2,812,000 | +1.6% | 13,143 | +5.8% | 0.96% | +8.5% |
| Q2 2022 | $2,769,000 | -18.5% | 12,424 | +5.2% | 0.88% | -18.0% |
| Q1 2022 | $3,397,000 | -2.8% | 11,811 | +8.5% | 1.08% | -7.6% |
| Q4 2021 | $3,494,000 | – | 10,889 | – | 1.17% | – |
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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% |