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 | $1,628,141 | -2.3% | 5,979 | +1.6% | 0.02% | +5.6% |
| Q2 2023 | $1,665,786 | -17.0% | 5,887 | -26.8% | 0.02% | -21.7% |
| Q1 2023 | $2,006,246 | +117637.4% | 8,043 | +0.6% | 0.02% | +4.5% |
| Q4 2022 | $1,704 | -99.9% | 7,994 | -16.2% | 0.02% | -26.7% |
| Q3 2022 | $2,042,000 | -4.0% | 9,544 | 0.0% | 0.03% | -6.2% |
| Q2 2022 | $2,127,000 | -32.3% | 9,544 | -12.7% | 0.03% | -15.8% |
| Q1 2022 | $3,144,000 | +22.6% | 10,932 | +36.8% | 0.04% | +26.7% |
| Q4 2021 | $2,565,000 | +13.4% | 7,994 | +2.5% | 0.03% | +7.1% |
| Q3 2021 | $2,262,000 | +52.5% | 7,796 | +50.8% | 0.03% | +55.6% |
| Q2 2021 | $1,483,000 | +22.0% | 5,171 | +9.3% | 0.02% | +12.5% |
| Q1 2021 | $1,216,000 | +1.5% | 4,730 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $1,198,000 | +2.8% | 4,730 | -7.6% | 0.02% | -11.1% |
| Q3 2020 | $1,165,000 | +3.6% | 5,119 | -7.9% | 0.02% | -10.0% |
| Q2 2020 | $1,124,000 | +20.0% | 5,560 | -7.0% | 0.02% | +5.3% |
| Q1 2020 | $937,000 | -17.6% | 5,980 | -4.2% | 0.02% | +5.6% |
| Q4 2019 | $1,137,000 | +9.5% | 6,240 | 0.0% | 0.02% | +12.5% |
| Q3 2019 | $1,038,000 | +0.4% | 6,240 | -1.4% | 0.02% | 0.0% |
| Q2 2019 | $1,034,000 | +1.6% | 6,330 | -2.8% | 0.02% | -5.9% |
| Q1 2019 | $1,018,000 | +16.5% | 6,510 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $874,000 | -16.6% | 6,510 | 0.0% | 0.02% | -10.5% |
| Q3 2018 | $1,048,000 | +7.5% | 6,510 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $975,000 | +4.3% | 6,510 | -1.2% | 0.02% | 0.0% |
| Q1 2018 | $935,000 | +2.1% | 6,588 | +1.2% | 0.02% | 0.0% |
| Q4 2017 | $916,000 | +94.5% | 6,510 | +83.6% | 0.02% | +90.0% |
| Q3 2017 | $471,000 | +4.7% | 3,545 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $450,000 | +4.4% | 3,545 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $431,000 | +9.1% | 3,545 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $395,000 | -0.8% | 3,545 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $398,000 | +4.7% | 3,545 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $380,000 | +0.8% | 3,545 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $377,000 | -4.6% | 3,545 | -4.6% | 0.01% | -16.7% |
| Q4 2015 | $395,000 | +6.2% | 3,714 | 0.0% | 0.01% | +9.1% |
| Q3 2015 | $372,000 | -7.2% | 3,714 | -0.8% | 0.01% | -8.3% |
| Q2 2015 | $401,000 | +1.3% | 3,744 | -1.1% | 0.01% | 0.0% |
| Q1 2015 | $396,000 | +2.6% | 3,787 | +2.4% | 0.01% | +9.1% |
| Q4 2014 | $386,000 | +1.8% | 3,700 | -2.7% | 0.01% | -15.4% |
| Q3 2014 | $379,000 | +8.0% | 3,803 | +7.3% | 0.01% | +18.2% |
| Q2 2014 | $351,000 | -5.1% | 3,545 | -10.4% | 0.01% | -8.3% |
| Q1 2014 | $370,000 | +0.5% | 3,958 | 0.0% | 0.01% | -7.7% |
| Q4 2013 | $368,000 | +9.9% | 3,958 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $335,000 | +4.4% | 3,958 | -3.7% | 0.01% | 0.0% |
| Q2 2013 | $321,000 | – | 4,108 | – | 0.01% | – |
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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% |