VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $356,726 | -3.8% | 1,310 | 0.0% | 0.26% | +0.8% |
| Q2 2023 | $370,678 | +13.4% | 1,310 | 0.0% | 0.26% | +9.1% |
| Q1 2023 | $326,766 | +17.0% | 1,310 | 0.0% | 0.24% | +12.6% |
| Q4 2022 | $279,174 | -0.3% | 1,310 | 0.0% | 0.21% | -8.5% |
| Q3 2022 | $280,000 | -4.1% | 1,310 | 0.0% | 0.23% | +7.3% |
| Q2 2022 | $292,000 | -22.5% | 1,310 | 0.0% | 0.22% | -6.8% |
| Q1 2022 | $377,000 | -15.1% | 1,310 | -5.4% | 0.23% | -7.1% |
| Q4 2021 | $444,000 | +10.4% | 1,385 | 0.0% | 0.25% | -1.9% |
| Q3 2021 | $402,000 | -2.4% | 1,385 | -3.5% | 0.26% | -2.7% |
| Q2 2021 | $412,000 | +12.6% | 1,435 | +0.7% | 0.26% | +6.0% |
| Q1 2021 | $366,000 | +11.2% | 1,425 | +9.6% | 0.25% | +5.1% |
| Q4 2020 | $329,000 | -3.5% | 1,300 | -13.3% | 0.24% | -8.8% |
| Q3 2020 | $341,000 | +4.3% | 1,500 | -7.4% | 0.26% | -2.6% |
| Q2 2020 | $327,000 | – | 1,620 | – | 0.27% | – |
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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% |