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 | $36,910,016 | -3.8% | 135,484 | -0.0% | 6.59% | -3.3% |
| Q2 2023 | $38,354,351 | +14.6% | 135,546 | +1.0% | 6.81% | +4.6% |
| Q1 2023 | $33,473,562 | +17.7% | 134,194 | +0.6% | 6.51% | +7.9% |
| Q4 2022 | $28,441,720 | +6.7% | 133,459 | +7.2% | 6.04% | -5.0% |
| Q3 2022 | $26,645,000 | +1.3% | 124,544 | +5.6% | 6.36% | +1.5% |
| Q2 2022 | $26,295,000 | -18.6% | 117,965 | +5.1% | 6.26% | -3.3% |
| Q1 2022 | $32,287,000 | -7.4% | 112,264 | +3.3% | 6.47% | -7.2% |
| Q4 2021 | $34,860,000 | +376.1% | 108,637 | +330.6% | 6.98% | +207.9% |
| Q3 2021 | $7,322,000 | +8.3% | 25,232 | +7.1% | 2.27% | +13.7% |
| Q2 2021 | $6,758,000 | +84.4% | 23,564 | +65.5% | 1.99% | +49.0% |
| Q1 2021 | $3,665,000 | -13.5% | 14,240 | -14.9% | 1.34% | -19.5% |
| Q4 2020 | $4,238,000 | +41.9% | 16,728 | +27.5% | 1.66% | +6.3% |
| Q3 2020 | $2,986,000 | +165.9% | 13,118 | +136.3% | 1.56% | +99.9% |
| Q2 2020 | $1,123,000 | +194.8% | 5,552 | +128.5% | 0.78% | +107.7% |
| Q1 2020 | $381,000 | +0.8% | 2,430 | +17.1% | 0.38% | +18.9% |
| Q4 2019 | $378,000 | – | 2,076 | – | 0.32% | – |
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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% |