VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,738,894 | +0.8% | 10,058 | +4.7% | 0.43% | +4.9% |
| Q2 2023 | $2,718,114 | +13.4% | 9,606 | -0.1% | 0.41% | +10.5% |
| Q1 2023 | $2,397,368 | +16.8% | 9,611 | -0.2% | 0.37% | +18.8% |
| Q4 2022 | $2,052,249 | +28.9% | 9,630 | +29.4% | 0.31% | +18.1% |
| Q3 2022 | $1,592,000 | -9.3% | 7,440 | -5.6% | 0.26% | -4.3% |
| Q2 2022 | $1,756,000 | +4.7% | 7,880 | +35.1% | 0.28% | +19.4% |
| Q1 2022 | $1,677,000 | -11.1% | 5,832 | -0.8% | 0.23% | -18.3% |
| Q4 2021 | $1,886,000 | +8.6% | 5,877 | -1.8% | 0.28% | +3.6% |
| Q3 2021 | $1,737,000 | +3.3% | 5,986 | +2.1% | 0.27% | +4.2% |
| Q2 2021 | $1,681,000 | +10.2% | 5,862 | -1.2% | 0.26% | -0.8% |
| Q1 2021 | $1,526,000 | -0.3% | 5,936 | -1.7% | 0.26% | -5.4% |
| Q4 2020 | $1,530,000 | +14.9% | 6,041 | +3.2% | 0.28% | +8.5% |
| Q3 2020 | $1,332,000 | +6.6% | 5,854 | -5.4% | 0.26% | -3.0% |
| Q2 2020 | $1,250,000 | +25.8% | 6,185 | -2.5% | 0.27% | +10.8% |
| Q1 2020 | $994,000 | -8.2% | 6,344 | +6.7% | 0.24% | +10.6% |
| Q4 2019 | $1,083,000 | -1.4% | 5,947 | -9.9% | 0.22% | +2.8% |
| Q3 2019 | $1,098,000 | -11.3% | 6,601 | -12.9% | 0.21% | -11.3% |
| Q2 2019 | $1,238,000 | -16.1% | 7,579 | -19.7% | 0.24% | -17.6% |
| Q1 2019 | $1,476,000 | -6.5% | 9,435 | -19.7% | 0.29% | -15.0% |
| Q4 2018 | $1,578,000 | -17.8% | 11,748 | -1.5% | 0.34% | -5.3% |
| Q3 2018 | $1,920,000 | +0.1% | 11,921 | -6.9% | 0.36% | -5.0% |
| Q2 2018 | $1,919,000 | +1.8% | 12,811 | -3.6% | 0.38% | +2.7% |
| Q1 2018 | $1,885,000 | -4.1% | 13,286 | -5.0% | 0.37% | -3.2% |
| Q4 2017 | $1,966,000 | +3.5% | 13,981 | -2.3% | 0.38% | -14.4% |
| Q3 2017 | $1,900,000 | +3.3% | 14,309 | -1.2% | 0.44% | -3.5% |
| Q2 2017 | $1,840,000 | +4.1% | 14,484 | -0.3% | 0.46% | +11.9% |
| Q1 2017 | $1,767,000 | +6.8% | 14,523 | -2.1% | 0.41% | -3.5% |
| Q4 2016 | $1,654,000 | -3.8% | 14,833 | -3.2% | 0.43% | -8.2% |
| Q3 2016 | $1,720,000 | +3.1% | 15,318 | -1.6% | 0.46% | -0.4% |
| Q2 2016 | $1,669,000 | -6.4% | 15,566 | -7.1% | 0.47% | -14.7% |
| Q1 2016 | $1,783,000 | – | 16,752 | – | 0.55% | – |
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% |