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 | $582,471 | -1.2% | 2,139 | +2.6% | 0.03% | +3.7% |
| Q2 2023 | $589,688 | +13.4% | 2,084 | 0.0% | 0.03% | -3.6% |
| Q1 2023 | $519,832 | +14.4% | 2,084 | -2.3% | 0.03% | +16.7% |
| Q4 2022 | $454,350 | -1.9% | 2,132 | -1.5% | 0.02% | -11.1% |
| Q3 2022 | $463,000 | +21.8% | 2,165 | +26.8% | 0.03% | +28.6% |
| Q2 2022 | $380,000 | -22.8% | 1,707 | -0.1% | 0.02% | -16.0% |
| Q1 2022 | $492,000 | -10.2% | 1,709 | 0.0% | 0.02% | -13.8% |
| Q4 2021 | $548,000 | +10.0% | 1,709 | -0.5% | 0.03% | -3.3% |
| Q3 2021 | $498,000 | -0.4% | 1,717 | -1.5% | 0.03% | 0.0% |
| Q2 2021 | $500,000 | +11.6% | 1,743 | 0.0% | 0.03% | +3.4% |
| Q1 2021 | $448,000 | +1.4% | 1,743 | 0.0% | 0.03% | -3.3% |
| Q4 2020 | $442,000 | -17.7% | 1,743 | -26.1% | 0.03% | -28.6% |
| Q3 2020 | $537,000 | +52.6% | 2,359 | +35.3% | 0.04% | +40.0% |
| Q2 2020 | $352,000 | +19.3% | 1,743 | -7.3% | 0.03% | +3.4% |
| Q1 2020 | $295,000 | -13.7% | 1,880 | 0.0% | 0.03% | +3.6% |
| Q4 2019 | $342,000 | +9.3% | 1,880 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $313,000 | +2.0% | 1,880 | 0.0% | 0.03% | -3.4% |
| Q2 2019 | $307,000 | +4.4% | 1,880 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $294,000 | +11.8% | 1,880 | -4.0% | 0.03% | 0.0% |
| Q4 2018 | $263,000 | -13.2% | 1,959 | +4.2% | 0.03% | -6.5% |
| Q3 2018 | $303,000 | +7.4% | 1,880 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $282,000 | +5.6% | 1,880 | 0.0% | 0.03% | +3.3% |
| Q1 2018 | $267,000 | +3.5% | 1,880 | +2.5% | 0.03% | +7.1% |
| Q4 2017 | $258,000 | +3.6% | 1,835 | -2.2% | 0.03% | -3.4% |
| Q3 2017 | $249,000 | +6.9% | 1,876 | +2.2% | 0.03% | +3.6% |
| Q2 2017 | $233,000 | – | 1,835 | – | 0.03% | – |
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% |