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 | $2,636,318 | -5.7% | 9,688 | -2.0% | 1.96% | -3.4% |
| Q2 2023 | $2,796,954 | +13.7% | 9,885 | +0.2% | 2.02% | +6.8% |
| Q1 2023 | $2,460,573 | +15.0% | 9,864 | -1.8% | 1.89% | +0.2% |
| Q4 2022 | $2,140,039 | +4.3% | 10,040 | +4.7% | 1.89% | -4.0% |
| Q3 2022 | $2,051,000 | -4.7% | 9,587 | -0.7% | 1.97% | +2.7% |
| Q2 2022 | $2,152,000 | -15.8% | 9,654 | +8.6% | 1.92% | +0.9% |
| Q1 2022 | $2,557,000 | -3.1% | 8,891 | +8.2% | 1.90% | +4.9% |
| Q4 2021 | $2,638,000 | +8.0% | 8,218 | -2.4% | 1.81% | -2.8% |
| Q3 2021 | $2,443,000 | +7.5% | 8,419 | +6.3% | 1.86% | +5.3% |
| Q2 2021 | $2,272,000 | +80.5% | 7,923 | +61.7% | 1.77% | +67.5% |
| Q1 2021 | $1,259,000 | -8.0% | 4,900 | -9.3% | 1.06% | -10.1% |
| Q4 2020 | $1,369,000 | +2.2% | 5,405 | -8.2% | 1.18% | -3.4% |
| Q3 2020 | $1,339,000 | +4.2% | 5,888 | -7.5% | 1.22% | -2.5% |
| Q2 2020 | $1,285,000 | +18.7% | 6,363 | -7.9% | 1.25% | -6.6% |
| Q1 2020 | $1,083,000 | -7.6% | 6,911 | +7.4% | 1.34% | +13.0% |
| Q4 2019 | $1,172,000 | – | 6,437 | – | 1.18% | – |
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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% |