VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $474,909 | -34.1% | 1,744 | -31.5% | 0.02% | -31.0% |
| Q2 2023 | $720,416 | -48.4% | 2,546 | -54.5% | 0.03% | -49.1% |
| Q1 2023 | $1,396,864 | +10.9% | 5,600 | -5.2% | 0.06% | +14.0% |
| Q4 2022 | $1,259,267 | +9.9% | 5,909 | +10.3% | 0.05% | -3.8% |
| Q3 2022 | $1,146,000 | -0.7% | 5,356 | +3.5% | 0.05% | +6.1% |
| Q2 2022 | $1,154,000 | -25.5% | 5,177 | -3.9% | 0.05% | -21.0% |
| Q1 2022 | $1,550,000 | -10.8% | 5,388 | -0.5% | 0.06% | -12.7% |
| Q4 2021 | $1,738,000 | +11.6% | 5,417 | +0.9% | 0.07% | -1.4% |
| Q3 2021 | $1,558,000 | -1.1% | 5,369 | -2.3% | 0.07% | -2.7% |
| Q2 2021 | $1,576,000 | +11.6% | 5,495 | 0.0% | 0.07% | +1.4% |
| Q1 2021 | $1,412,000 | -4.4% | 5,495 | -5.7% | 0.07% | -3.9% |
| Q4 2020 | $1,477,000 | -30.0% | 5,830 | -37.1% | 0.08% | -31.5% |
| Q3 2020 | $2,109,000 | +7.7% | 9,267 | -4.4% | 0.11% | 0.0% |
| Q2 2020 | $1,958,000 | +98.0% | 9,690 | +53.6% | 0.11% | +60.9% |
| Q1 2020 | $989,000 | -13.1% | 6,309 | +1.0% | 0.07% | +3.0% |
| Q4 2019 | $1,138,000 | +9.5% | 6,246 | 0.0% | 0.07% | +4.7% |
| Q3 2019 | $1,039,000 | +6.8% | 6,246 | +6.4% | 0.06% | +1.6% |
| Q2 2019 | $973,000 | +5.3% | 5,868 | -0.7% | 0.06% | -1.6% |
| Q1 2019 | $924,000 | +15.8% | 5,910 | -0.6% | 0.06% | +6.7% |
| Q4 2018 | $798,000 | -18.2% | 5,944 | -1.8% | 0.06% | -23.1% |
| Q3 2018 | $975,000 | +4.5% | 6,052 | -2.9% | 0.08% | -6.0% |
| Q2 2018 | $933,000 | +2.3% | 6,230 | -3.1% | 0.08% | +6.4% |
| Q1 2018 | $912,000 | +4.6% | 6,426 | +3.6% | 0.08% | -2.5% |
| Q4 2017 | $872,000 | -39.7% | 6,203 | -43.1% | 0.08% | -29.8% |
| Q3 2017 | $1,447,000 | +9.4% | 10,900 | +4.7% | 0.11% | +2.7% |
| Q2 2017 | $1,323,000 | +3.4% | 10,415 | -0.9% | 0.11% | -2.6% |
| Q1 2017 | $1,279,000 | +11.9% | 10,514 | +2.5% | 0.11% | -6.6% |
| Q4 2016 | $1,143,000 | – | 10,254 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fee-Only Financial Planning, L.C. | 122,751 | $33,426,189 | 26.93% |
| Jentner Corp | 158,119 | $43,057,399 | 26.77% |
| MCIA Inc | 243,241 | $70,170,103 | 26.32% |
| Axiom Advisory, LLC | 102,920 | $28,026,060 | 25.23% |
| Safeguard Financial, LLC | 188,009 | $51,196,630 | 24.70% |
| Dougherty Wealth Advisers LLC | 77,821 | $21,191,437 | 24.54% |
| Mill Creek Capital Advisors, LLC | 2,486,308 | $677,046,526 | 22.50% |
| Retirement Investment Advisors, Inc. | 813,010 | $221,390,753 | 20.16% |
| TL Private Wealth | 125,841 | $35,132,387 | 20.13% |
| STEVENS CAPITAL PARTNERS | 89,532 | $24,380,480 | 19.56% |