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 | $1,446,270 | +8.0% | 3,867 | -0.6% | 0.85% | +1.2% |
| Q1 2024 | $1,339,503 | +10.9% | 3,892 | +0.1% | 0.84% | -4.1% |
| Q4 2023 | $1,208,315 | +11.2% | 3,887 | -2.6% | 0.88% | +0.7% |
| Q3 2023 | $1,087,022 | +3.6% | 3,992 | +7.6% | 0.87% | +4.6% |
| Q2 2023 | $1,049,706 | +50.0% | 3,710 | +32.3% | 0.84% | +33.8% |
| Q1 2023 | $699,622 | -12.0% | 2,805 | -24.8% | 0.62% | -17.1% |
| Q4 2022 | $795,119 | – | 3,731 | – | 0.75% | – |
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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% |