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 | $458,933 | +16.1% | 1,685 | +20.6% | 0.01% | +20.0% |
Q2 2023 | $395,251 | +10.1% | 1,397 | -3.0% | 0.01% | 0.0% |
Q1 2023 | $359,091 | +62.0% | 1,440 | +38.5% | 0.01% | +66.7% |
Q4 2022 | $221,644 | +3.1% | 1,040 | +3.3% | 0.00% | 0.0% |
Q3 2022 | $215,000 | -2.7% | 1,007 | +31.3% | 0.00% | 0.0% |
Q1 2022 | $221,000 | -45.7% | 767 | -39.5% | 0.00% | -50.0% |
Q4 2021 | $407,000 | – | 1,268 | – | 0.01% | – |
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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% |