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 | $30,611,813 | +1.9% | 81,848 | -6.2% | 2.31% | +2.6% |
| Q1 2024 | $30,032,967 | +9.1% | 87,254 | -1.4% | 2.25% | -5.7% |
| Q4 2023 | $27,520,197 | +7.1% | 88,523 | -6.2% | 2.38% | -4.2% |
| Q3 2023 | $25,702,513 | -52.2% | 94,387 | -50.4% | 2.49% | +3.1% |
| Q2 2023 | $53,793,776 | +116.3% | 190,110 | +90.7% | 2.42% | +5.0% |
| Q1 2023 | $24,866,520 | -40.5% | 99,689 | -49.2% | 2.30% | +20.6% |
| Q4 2022 | $41,799,902 | +115.1% | 196,142 | +116.0% | 1.91% | -0.3% |
| Q3 2022 | $19,429,000 | +2.4% | 90,811 | +6.7% | 1.91% | +3.7% |
| Q2 2022 | $18,977,000 | -13.1% | 85,141 | +12.2% | 1.85% | -9.0% |
| Q1 2022 | $21,832,000 | -6.1% | 75,913 | +4.8% | 2.03% | -3.2% |
| Q4 2021 | $23,242,000 | – | 72,426 | – | 2.10% | – |
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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% |