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 | $227,651 | +7.0% | 836 | +11.2% | 0.02% | +13.3% |
Q2 2023 | $212,786 | +2.3% | 752 | -19.4% | 0.02% | -6.2% |
Q2 2022 | $208,000 | -18.4% | 933 | +5.4% | 0.02% | -5.9% |
Q1 2022 | $255,000 | -12.4% | 885 | -2.5% | 0.02% | -10.5% |
Q4 2021 | $291,000 | +10.6% | 908 | 0.0% | 0.02% | +5.6% |
Q3 2021 | $263,000 | +1.2% | 908 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $260,000 | +9.7% | 908 | -1.6% | 0.02% | 0.0% |
Q1 2021 | $237,000 | -1.2% | 923 | -2.6% | 0.02% | -5.3% |
Q4 2020 | $240,000 | +4.8% | 948 | -6.1% | 0.02% | -5.0% |
Q3 2020 | $229,000 | +12.3% | 1,010 | 0.0% | 0.02% | +5.3% |
Q2 2020 | $204,000 | – | 1,010 | – | 0.02% | – |
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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% |