VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,696 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $51,563,234 | +8.2% | 137,853 | -0.4% | 17.76% | +6.0% |
| Q1 2024 | $47,633,756 | +7.1% | 138,390 | -3.3% | 16.76% | -4.4% |
| Q4 2023 | $44,485,579 | +15.4% | 143,096 | +1.1% | 17.52% | -5.6% |
| Q3 2023 | $38,543,162 | +23.4% | 141,541 | +13.1% | 18.56% | +15.1% |
| Q1 2023 | $31,222,488 | +31.8% | 125,170 | +12.6% | 16.12% | +22.7% |
| Q4 2022 | $23,687,325 | – | 111,151 | – | 13.14% | – |
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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% |