VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,799 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21,338,767 | +4.7% | 57,054 | -3.6% | 6.14% | +5.9% |
| Q1 2024 | $20,375,608 | +0.8% | 59,197 | -8.9% | 5.80% | -5.2% |
| Q4 2023 | $20,205,335 | +10.3% | 64,994 | -3.4% | 6.12% | -1.0% |
| Q3 2023 | $18,324,557 | -4.8% | 67,293 | -1.1% | 6.18% | -1.4% |
| Q2 2023 | $19,257,692 | +12.3% | 68,058 | -1.0% | 6.27% | +7.1% |
| Q1 2023 | $17,153,241 | – | 68,767 | – | 5.85% | – |
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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% |