VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,191,201 | -6.0% | 11,719 | -2.3% | 0.42% | +0.5% |
| Q2 2023 | $3,393,822 | -17.4% | 11,994 | -27.2% | 0.42% | -20.6% |
| Q1 2023 | $4,110,273 | +17.0% | 16,478 | 0.0% | 0.52% | +6.7% |
| Q4 2022 | $3,511,626 | +55.2% | 16,478 | +55.8% | 0.49% | +41.4% |
| Q3 2022 | $2,263,000 | -4.0% | 10,576 | 0.0% | 0.35% | -1.4% |
| Q2 2022 | $2,357,000 | -22.5% | 10,576 | 0.0% | 0.35% | -11.8% |
| Q1 2022 | $3,042,000 | -25.7% | 10,576 | -17.1% | 0.40% | -20.5% |
| Q4 2021 | $4,096,000 | +2.3% | 12,765 | -7.5% | 0.50% | -6.2% |
| Q3 2021 | $4,004,000 | -6.4% | 13,799 | -7.5% | 0.54% | -6.8% |
| Q2 2021 | $4,277,000 | +11.6% | 14,911 | 0.0% | 0.58% | +9.3% |
| Q1 2021 | $3,833,000 | -6.8% | 14,911 | -8.2% | 0.53% | -14.5% |
| Q4 2020 | $4,113,000 | +11.3% | 16,236 | 0.0% | 0.62% | -4.7% |
| Q3 2020 | $3,695,000 | +22.6% | 16,236 | +8.9% | 0.64% | +18.1% |
| Q2 2020 | $3,013,000 | +29.0% | 14,911 | 0.0% | 0.55% | +7.7% |
| Q1 2020 | $2,336,000 | -12.5% | 14,911 | +1.7% | 0.51% | +9.5% |
| Q4 2019 | $2,670,000 | +9.6% | 14,659 | 0.0% | 0.46% | +4.0% |
| Q3 2019 | $2,437,000 | +1.8% | 14,659 | 0.0% | 0.44% | +11.2% |
| Q2 2019 | $2,395,000 | +18.5% | 14,659 | +13.5% | 0.40% | +9.9% |
| Q1 2019 | $2,021,000 | -6.1% | 12,920 | -19.4% | 0.36% | -18.6% |
| Q4 2018 | $2,152,000 | -16.6% | 16,023 | 0.0% | 0.45% | -17.7% |
| Q3 2018 | $2,580,000 | +7.5% | 16,023 | 0.0% | 0.54% | -2.3% |
| Q2 2018 | $2,400,000 | -3.4% | 16,023 | -8.5% | 0.56% | -3.1% |
| Q1 2018 | $2,484,000 | +0.9% | 17,509 | 0.0% | 0.57% | -5.1% |
| Q4 2017 | $2,463,000 | +6.0% | 17,509 | 0.0% | 0.60% | -72.8% |
| Q3 2017 | $2,324,000 | +4.5% | 17,509 | 0.0% | 2.22% | +2.7% |
| Q2 2017 | $2,224,000 | +4.4% | 17,509 | 0.0% | 2.16% | -1.1% |
| Q1 2017 | $2,130,000 | +9.1% | 17,509 | 0.0% | 2.19% | -7.7% |
| Q4 2016 | $1,952,000 | -17.4% | 17,509 | -16.8% | 2.37% | -6.2% |
| Q3 2016 | $2,362,000 | +3.1% | 21,039 | -1.5% | 2.53% | +11.9% |
| Q2 2016 | $2,290,000 | -20.0% | 21,358 | -20.6% | 2.26% | -21.3% |
| Q1 2016 | $2,864,000 | -8.0% | 26,900 | -8.0% | 2.87% | -23.6% |
| Q4 2015 | $3,112,000 | +37.9% | 29,252 | +30.0% | 3.76% | +21.6% |
| Q3 2015 | $2,257,000 | – | 22,503 | – | 3.09% | – |
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% |