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 | $37,874,332 | -2.9% | 139,085 | +0.9% | 1.46% | +5.9% |
| Q2 2023 | $39,013,144 | +12.7% | 137,875 | -0.6% | 1.38% | -2.5% |
| Q1 2023 | $34,604,203 | +15.5% | 138,728 | -1.3% | 1.42% | +12.1% |
| Q4 2022 | $29,964,261 | -2.0% | 140,605 | -1.6% | 1.26% | -20.7% |
| Q3 2022 | $30,567,000 | -4.6% | 142,871 | -0.6% | 1.60% | -1.3% |
| Q2 2022 | $32,044,000 | -23.7% | 143,765 | -1.5% | 1.62% | -26.2% |
| Q1 2022 | $41,986,000 | -11.6% | 145,988 | -1.3% | 2.19% | +0.8% |
| Q4 2021 | $47,482,000 | +8.4% | 147,966 | -2.0% | 2.17% | +14.1% |
| Q3 2021 | $43,789,000 | -4.2% | 150,909 | -5.3% | 1.90% | -4.0% |
| Q2 2021 | $45,716,000 | +6.8% | 159,396 | -4.3% | 1.98% | -3.6% |
| Q1 2021 | $42,803,000 | +0.3% | 166,524 | -1.2% | 2.06% | -7.2% |
| Q4 2020 | $42,687,000 | +9.2% | 168,498 | -1.9% | 2.22% | -11.3% |
| Q3 2020 | $39,098,000 | +7.9% | 171,775 | -4.2% | 2.50% | -0.7% |
| Q2 2020 | $36,252,000 | +25.8% | 179,388 | -2.5% | 2.52% | -4.2% |
| Q1 2020 | $28,814,000 | -16.0% | 183,894 | -2.3% | 2.63% | +17.0% |
| Q4 2019 | $34,298,000 | +8.4% | 188,272 | -1.0% | 2.25% | -0.3% |
| Q3 2019 | $31,628,000 | +0.0% | 190,212 | -1.7% | 2.25% | -6.1% |
| Q2 2019 | $31,624,000 | +2.8% | 193,550 | -1.6% | 2.40% | -0.5% |
| Q1 2019 | $30,769,000 | +13.2% | 196,711 | -2.8% | 2.41% | -9.0% |
| Q4 2018 | $27,174,000 | -19.9% | 202,296 | -4.0% | 2.65% | -2.4% |
| Q3 2018 | $33,929,000 | +4.8% | 210,687 | -2.5% | 2.72% | -5.1% |
| Q2 2018 | $32,384,000 | +3.7% | 216,164 | -1.8% | 2.86% | -5.4% |
| Q1 2018 | $31,222,000 | -2.0% | 220,061 | -2.8% | 3.02% | -1.6% |
| Q4 2017 | $31,850,000 | +2.6% | 226,446 | -3.2% | 3.07% | -6.9% |
| Q3 2017 | $31,048,000 | +1.9% | 233,887 | -2.5% | 3.30% | -2.9% |
| Q2 2017 | $30,480,000 | -29.3% | 239,921 | -32.3% | 3.40% | -28.0% |
| Q1 2017 | $43,090,000 | +1.4% | 354,186 | -7.1% | 4.72% | -4.3% |
| Q4 2016 | $42,502,000 | +2.5% | 381,250 | +3.2% | 4.93% | -11.2% |
| Q3 2016 | $41,467,000 | -0.2% | 369,283 | -4.7% | 5.55% | 0.0% |
| Q2 2016 | $41,530,000 | +0.8% | 387,404 | +0.1% | 5.55% | +4.7% |
| Q1 2016 | $41,209,000 | +4.0% | 387,122 | +3.9% | 5.30% | -0.9% |
| Q4 2015 | $39,621,000 | +7.6% | 372,414 | +1.4% | 5.35% | +12.9% |
| Q3 2015 | $36,824,000 | -3.2% | 367,176 | +3.3% | 4.74% | -11.6% |
| Q2 2015 | $38,047,000 | – | 355,418 | – | 5.36% | – |
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% |