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 | $213,257 | -5.9% | 783 | -2.2% | 0.08% | -8.5% |
| Q2 2023 | $226,690 | +10.0% | 801 | -3.0% | 0.08% | +6.5% |
| Q1 2023 | $206,072 | +16.5% | 826 | -0.5% | 0.08% | +16.7% |
| Q4 2022 | $176,881 | -41.6% | 830 | -21.1% | 0.07% | -2.9% |
| Q1 2022 | $303,000 | -10.9% | 1,052 | -0.7% | 0.07% | +9.7% |
| Q4 2021 | $340,000 | +43.5% | 1,059 | +29.8% | 0.06% | +34.8% |
| Q3 2021 | $237,000 | +2.6% | 816 | +1.2% | 0.05% | +2.2% |
| Q2 2021 | $231,000 | – | 806 | – | 0.04% | – |
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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% |