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 | $4,758,276 | -2.1% | 17,474 | +1.8% | 0.32% | +1.9% |
| Q2 2023 | $4,858,766 | +13.0% | 17,171 | -0.4% | 0.32% | +11.5% |
| Q1 2023 | $4,300,388 | +24.7% | 17,240 | +6.6% | 0.29% | +18.2% |
| Q4 2022 | $3,447,933 | +5.7% | 16,179 | +6.1% | 0.24% | -0.8% |
| Q3 2022 | $3,263,000 | -0.8% | 15,253 | +3.4% | 0.24% | 0.0% |
| Q2 2022 | $3,288,000 | -18.4% | 14,753 | +5.3% | 0.24% | -0.4% |
| Q1 2022 | $4,030,000 | -4.3% | 14,012 | +6.7% | 0.24% | -8.9% |
| Q4 2021 | $4,212,000 | +15.2% | 13,126 | +4.1% | 0.27% | +5.9% |
| Q3 2021 | $3,657,000 | +3.1% | 12,603 | +1.9% | 0.25% | +9.0% |
| Q2 2021 | $3,547,000 | +10.4% | 12,368 | -1.1% | 0.23% | +1.3% |
| Q1 2021 | $3,213,000 | +5.9% | 12,502 | +4.4% | 0.23% | -0.9% |
| Q4 2020 | $3,035,000 | +10.0% | 11,979 | -1.1% | 0.23% | -0.9% |
| Q3 2020 | $2,758,000 | +6.7% | 12,118 | -5.3% | 0.23% | +3.1% |
| Q2 2020 | $2,586,000 | +14.9% | 12,796 | -10.9% | 0.23% | -0.4% |
| Q1 2020 | $2,251,000 | -9.7% | 14,368 | +4.9% | 0.23% | +10.7% |
| Q4 2019 | $2,494,000 | +11.2% | 13,691 | +1.5% | 0.21% | +3.0% |
| Q3 2019 | $2,242,000 | +3.7% | 13,484 | +1.9% | 0.20% | +2.0% |
| Q2 2019 | $2,162,000 | +12.3% | 13,230 | +7.5% | 0.20% | +11.4% |
| Q1 2019 | $1,925,000 | +16.7% | 12,308 | +0.2% | 0.18% | 0.0% |
| Q4 2018 | $1,650,000 | -10.9% | 12,283 | +6.8% | 0.18% | +4.8% |
| Q3 2018 | $1,851,000 | +17.2% | 11,496 | +9.1% | 0.17% | +8.4% |
| Q2 2018 | $1,579,000 | +7.6% | 10,540 | +2.0% | 0.16% | +5.4% |
| Q1 2018 | $1,467,000 | -5.9% | 10,337 | -6.7% | 0.15% | +0.7% |
| Q4 2017 | $1,559,000 | +13.8% | 11,085 | +7.4% | 0.15% | +6.6% |
| Q3 2017 | $1,370,000 | +14.6% | 10,322 | +9.7% | 0.14% | +9.6% |
| Q2 2017 | $1,195,000 | +6.1% | 9,407 | +1.6% | 0.12% | +2.5% |
| Q1 2017 | $1,126,000 | +7.1% | 9,256 | -1.9% | 0.12% | +5.2% |
| Q4 2016 | $1,051,000 | +3.4% | 9,431 | +4.2% | 0.12% | 0.0% |
| Q3 2016 | $1,016,000 | +0.5% | 9,047 | -4.1% | 0.12% | 0.0% |
| Q2 2016 | $1,011,000 | +22.7% | 9,429 | +21.7% | 0.12% | +19.6% |
| Q1 2016 | $824,000 | -8.2% | 7,745 | -8.3% | 0.10% | -8.5% |
| Q4 2015 | $898,000 | -8.2% | 8,444 | -13.4% | 0.11% | -5.4% |
| Q3 2015 | $978,000 | +8.5% | 9,748 | +15.8% | 0.11% | +14.3% |
| Q2 2015 | $901,000 | +36.9% | 8,416 | +33.8% | 0.10% | +28.9% |
| Q1 2015 | $658,000 | +13.3% | 6,289 | +13.0% | 0.08% | +16.9% |
| Q4 2014 | $581,000 | +9.2% | 5,564 | +4.2% | 0.06% | 0.0% |
| Q3 2014 | $532,000 | +13.2% | 5,338 | +12.3% | 0.06% | +14.0% |
| Q2 2014 | $470,000 | -10.3% | 4,754 | -15.1% | 0.06% | -6.6% |
| Q1 2014 | $524,000 | +18.3% | 5,602 | +17.8% | 0.06% | +17.3% |
| Q4 2013 | $443,000 | +98.7% | 4,756 | +79.9% | 0.05% | +79.3% |
| Q3 2013 | $223,000 | – | 2,643 | – | 0.03% | – |
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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% |