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 | $2,149,615 | +1.7% | 7,894 | +5.7% | 0.20% | +4.2% |
| Q2 2023 | $2,112,862 | -16.1% | 7,467 | -26.1% | 0.19% | -20.3% |
| Q1 2023 | $2,519,344 | +18.3% | 10,100 | +1.1% | 0.24% | +11.6% |
| Q4 2022 | $2,129,608 | +20.7% | 9,993 | +21.1% | 0.22% | +9.6% |
| Q3 2022 | $1,765,000 | +7.4% | 8,250 | +11.9% | 0.20% | +12.6% |
| Q2 2022 | $1,643,000 | -17.2% | 7,373 | +6.9% | 0.18% | -6.4% |
| Q1 2022 | $1,984,000 | -29.3% | 6,898 | -21.1% | 0.19% | -26.4% |
| Q4 2021 | $2,806,000 | +27.8% | 8,744 | +15.5% | 0.25% | +17.1% |
| Q3 2021 | $2,196,000 | +1.3% | 7,568 | +0.2% | 0.22% | -1.8% |
| Q2 2021 | $2,167,000 | -68.7% | 7,554 | -72.0% | 0.22% | -70.4% |
| Q1 2021 | $6,928,000 | +1.2% | 26,952 | -0.3% | 0.75% | -5.6% |
| Q4 2020 | $6,849,000 | +10.6% | 27,036 | -0.6% | 0.79% | -4.6% |
| Q3 2020 | $6,193,000 | +12.7% | 27,211 | +0.1% | 0.83% | +5.2% |
| Q2 2020 | $5,493,000 | +30.0% | 27,179 | +0.7% | 0.79% | +11.1% |
| Q1 2020 | $4,227,000 | -14.0% | 26,979 | 0.0% | 0.71% | +17.2% |
| Q4 2019 | $4,915,000 | +17.6% | 26,979 | +7.4% | 0.60% | +9.2% |
| Q3 2019 | $4,178,000 | +2.7% | 25,129 | +0.9% | 0.55% | +1.7% |
| Q2 2019 | $4,067,000 | +3.5% | 24,894 | -0.9% | 0.54% | -1.1% |
| Q1 2019 | $3,928,000 | +16.5% | 25,109 | 0.0% | 0.55% | +3.4% |
| Q4 2018 | $3,372,000 | -26.8% | 25,109 | -12.2% | 0.53% | -12.0% |
| Q3 2018 | $4,604,000 | +1.3% | 28,592 | -5.8% | 0.61% | +77.2% |
| Q2 2018 | $4,547,000 | +1.0% | 30,353 | -4.4% | 0.34% | -48.4% |
| Q1 2018 | $4,502,000 | +1.0% | 31,734 | +0.1% | 0.66% | +3.6% |
| Q4 2017 | $4,458,000 | +2.6% | 31,697 | -3.1% | 0.64% | +1.6% |
| Q3 2017 | $4,344,000 | -2.2% | 32,721 | -6.4% | 0.63% | -6.5% |
| Q2 2017 | $4,443,000 | +5.8% | 34,970 | +1.3% | 0.67% | 0.0% |
| Q1 2017 | $4,201,000 | +21.1% | 34,529 | +10.9% | 0.67% | +14.2% |
| Q4 2016 | $3,470,000 | +2.1% | 31,129 | +2.8% | 0.59% | +0.2% |
| Q3 2016 | $3,400,000 | +5.6% | 30,277 | +0.8% | 0.59% | -0.5% |
| Q2 2016 | $3,219,000 | -31.0% | 30,032 | -31.5% | 0.59% | -38.3% |
| Q1 2016 | $4,668,000 | -1.2% | 43,852 | -1.3% | 0.96% | -3.3% |
| Q4 2015 | $4,727,000 | +6.1% | 44,428 | 0.0% | 0.99% | -4.0% |
| Q3 2015 | $4,456,000 | -6.3% | 44,428 | 0.0% | 1.03% | +2.1% |
| Q2 2015 | $4,756,000 | -17.8% | 44,428 | -19.7% | 1.01% | -17.4% |
| Q1 2015 | $5,788,000 | -49.9% | 55,328 | -50.0% | 1.22% | -1.2% |
| Q4 2014 | $11,552,000 | +110.1% | 110,656 | +100.6% | 1.24% | +3.9% |
| Q3 2014 | $5,498,000 | +7.3% | 55,161 | +6.4% | 1.19% | +7.4% |
| Q2 2014 | $5,125,000 | +6.4% | 51,821 | +0.6% | 1.11% | -4.6% |
| Q1 2014 | $4,816,000 | +0.9% | 51,521 | +0.4% | 1.17% | -5.4% |
| Q4 2013 | $4,774,000 | +10.0% | 51,301 | 0.0% | 1.23% | +0.2% |
| Q3 2013 | $4,340,000 | -0.6% | 51,301 | -8.2% | 1.23% | -4.7% |
| Q2 2013 | $4,365,000 | – | 55,856 | – | 1.29% | – |
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% |