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 | $3,401 | +2.9% | 12,490 | +6.9% | 0.17% | +7.0% |
| Q2 2023 | $3,305 | +18.0% | 11,681 | +4.1% | 0.16% | +12.9% |
| Q1 2023 | $2,800 | +12.5% | 11,224 | -3.9% | 0.14% | +2.2% |
| Q4 2022 | $2,488 | -99.9% | 11,677 | +10.2% | 0.14% | +7.9% |
| Q3 2022 | $2,267,000 | -0.4% | 10,595 | +3.8% | 0.13% | +2.4% |
| Q2 2022 | $2,275,000 | -35.3% | 10,206 | -16.5% | 0.12% | -23.0% |
| Q1 2022 | $3,516,000 | -24.7% | 12,226 | -16.0% | 0.16% | -19.9% |
| Q4 2021 | $4,670,000 | +21.0% | 14,553 | +9.4% | 0.20% | +9.8% |
| Q3 2021 | $3,858,000 | +0.7% | 13,297 | -0.5% | 0.18% | +1.1% |
| Q2 2021 | $3,832,000 | +35.4% | 13,360 | +21.3% | 0.18% | +15.3% |
| Q1 2021 | $2,831,000 | +95.4% | 11,015 | +92.5% | 0.16% | +23.6% |
| Q4 2020 | $1,449,000 | +11.3% | 5,721 | +0.1% | 0.13% | +1.6% |
| Q3 2020 | $1,302,000 | +15.4% | 5,718 | +2.4% | 0.12% | +16.8% |
| Q2 2020 | $1,128,000 | +6.1% | 5,584 | -17.7% | 0.11% | -15.7% |
| Q1 2020 | $1,063,000 | -3.2% | 6,786 | +12.6% | 0.13% | +29.6% |
| Q4 2019 | $1,098,000 | +12.7% | 6,026 | +2.9% | 0.10% | +3.2% |
| Q3 2019 | $974,000 | +17.1% | 5,856 | +15.0% | 0.10% | +13.1% |
| Q2 2019 | $832,000 | +6.7% | 5,094 | +2.2% | 0.08% | 0.0% |
| Q1 2019 | $780,000 | +19.4% | 4,985 | +2.6% | 0.08% | +1.2% |
| Q4 2018 | $653,000 | – | 4,860 | – | 0.08% | – |
Download | ||||||
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% |