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 | $436 | -3.8% | 1,600 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $453 | +13.5% | 1,600 | 0.0% | 0.07% | +18.3% |
| Q1 2023 | $399 | +17.0% | 1,600 | 0.0% | 0.06% | +20.0% |
| Q4 2022 | $341 | -99.9% | 1,600 | 0.0% | 0.05% | +6.4% |
| Q3 2022 | $342,000 | -4.2% | 1,600 | 0.0% | 0.05% | +4.4% |
| Q2 2022 | $357,000 | -22.4% | 1,600 | 0.0% | 0.04% | -6.2% |
| Q1 2022 | $460,000 | -34.8% | 1,600 | -27.3% | 0.05% | -31.4% |
| Q4 2021 | $706,000 | +10.7% | 2,200 | 0.0% | 0.07% | +2.9% |
| Q3 2021 | $638,000 | +1.1% | 2,200 | 0.0% | 0.07% | +4.6% |
| Q2 2021 | $631,000 | +11.7% | 2,200 | 0.0% | 0.06% | +3.2% |
| Q1 2021 | $565,000 | +1.4% | 2,200 | 0.0% | 0.06% | -7.4% |
| Q4 2020 | $557,000 | -75.9% | 2,200 | -78.3% | 0.07% | -80.5% |
| Q3 2020 | $2,311,000 | +12.6% | 10,154 | 0.0% | 0.35% | -11.6% |
| Q2 2020 | $2,052,000 | +29.0% | 10,154 | 0.0% | 0.40% | +11.6% |
| Q1 2020 | $1,591,000 | +30.3% | 10,154 | +51.6% | 0.35% | +52.6% |
| Q4 2019 | $1,221,000 | +9.6% | 6,700 | 0.0% | 0.23% | +12.6% |
| Q3 2019 | $1,114,000 | +1.7% | 6,700 | 0.0% | 0.21% | -9.3% |
| Q2 2019 | $1,095,000 | +4.5% | 6,700 | 0.0% | 0.23% | -0.4% |
| Q1 2019 | $1,048,000 | -19.6% | 6,700 | -30.9% | 0.23% | -27.2% |
| Q4 2018 | $1,303,000 | +169.8% | 9,700 | +223.3% | 0.31% | +216.2% |
| Q3 2018 | $483,000 | +7.6% | 3,000 | 0.0% | 0.10% | +1.0% |
| Q2 2018 | $449,000 | – | 3,000 | – | 0.10% | – |
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% |