VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,715,078 | -2.0% | 24,660 | +1.9% | 1.93% | +2.7% |
| Q2 2023 | $6,848,957 | +19.1% | 24,205 | +5.0% | 1.88% | +11.4% |
| Q1 2023 | $5,749,513 | +24.9% | 23,050 | +6.7% | 1.69% | +16.4% |
| Q4 2022 | $4,602,042 | +2.9% | 21,595 | +3.4% | 1.45% | -2.6% |
| Q3 2022 | $4,471,000 | +21.0% | 20,895 | +26.0% | 1.49% | +29.1% |
| Q2 2022 | $3,695,000 | -13.7% | 16,580 | +11.4% | 1.15% | +5.4% |
| Q1 2022 | $4,281,000 | -0.5% | 14,886 | +11.1% | 1.10% | +8.4% |
| Q4 2021 | $4,301,000 | +29.0% | 13,400 | +16.7% | 1.01% | +15.6% |
| Q3 2021 | $3,333,000 | +6.5% | 11,485 | +5.3% | 0.87% | +6.2% |
| Q2 2021 | $3,129,000 | +27.6% | 10,910 | +14.3% | 0.82% | +17.9% |
| Q1 2021 | $2,453,000 | +40.6% | 9,545 | +38.6% | 0.70% | +40.7% |
| Q4 2020 | $1,745,000 | +30.6% | 6,885 | +17.3% | 0.50% | +16.2% |
| Q3 2020 | $1,336,000 | +35.8% | 5,870 | +20.5% | 0.43% | +21.0% |
| Q2 2020 | $984,000 | +44.9% | 4,870 | +12.3% | 0.35% | +13.5% |
| Q1 2020 | $679,000 | +149.6% | 4,335 | +189.8% | 0.31% | +204.9% |
| Q4 2019 | $272,000 | – | 1,496 | – | 0.10% | – |
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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% |