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 | $389,068 | -33.8% | 1,040 | -39.1% | 0.34% | -37.0% |
| Q1 2024 | $587,983 | +9.9% | 1,708 | -0.7% | 0.54% | +1.3% |
| Q4 2023 | $534,794 | +12.5% | 1,720 | -1.4% | 0.53% | -4.3% |
| Q3 2023 | $475,252 | -3.8% | 1,745 | 0.0% | 0.55% | +4.9% |
| Q2 2023 | $493,839 | +9.7% | 1,745 | -3.3% | 0.53% | +4.0% |
| Q1 2023 | $450,013 | +14.2% | 1,804 | -2.5% | 0.51% | +5.9% |
| Q4 2022 | $394,216 | – | 1,850 | – | 0.48% | – |
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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% |