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 | $771,606 | -3.8% | 2,834 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $802,190 | +19.5% | 2,834 | +5.3% | 0.00% | 0.0% |
Q1 2023 | $671,388 | +1.9% | 2,691 | -13.0% | 0.00% | 0.0% |
Q4 2022 | $658,955 | -7.5% | 3,092 | -7.1% | 0.00% | 0.0% |
Q3 2022 | $712,000 | -3.9% | 3,328 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $741,000 | -22.6% | 3,328 | 0.0% | 0.00% | -33.3% |
Q1 2022 | $957,000 | -15.8% | 3,328 | -6.0% | 0.00% | 0.0% |
Q4 2021 | $1,136,000 | +7.7% | 3,540 | -2.6% | 0.00% | 0.0% |
Q3 2021 | $1,055,000 | +1.2% | 3,634 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $1,042,000 | +21.6% | 3,634 | +8.9% | 0.00% | +50.0% |
Q1 2021 | $857,000 | +1.3% | 3,337 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $846,000 | +7.2% | 3,337 | -3.6% | 0.00% | -33.3% |
Q3 2020 | $789,000 | +31.1% | 3,462 | +16.1% | 0.00% | 0.0% |
Q2 2020 | $602,000 | +290.9% | 2,982 | +203.7% | 0.00% | +200.0% |
Q1 2020 | $154,000 | -14.0% | 982 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $179,000 | +7.8% | 982 | -1.2% | 0.00% | 0.0% |
Q3 2019 | $166,000 | +1.8% | 994 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $163,000 | – | 994 | – | 0.00% | – |
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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% |