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 | $186,523,092 | -16.6% | 684,966 | -13.3% | 2.68% | -16.8% |
| Q2 2023 | $223,602,632 | +6.6% | 790,227 | -6.0% | 3.21% | -4.1% |
| Q1 2023 | $209,732,644 | +10.2% | 840,814 | -5.8% | 3.35% | +1.3% |
| Q4 2022 | $190,234,559 | +0.1% | 892,659 | +0.5% | 3.31% | -10.9% |
| Q3 2022 | $190,039,000 | +1.7% | 888,241 | +5.9% | 3.71% | +4.1% |
| Q2 2022 | $186,938,000 | -20.5% | 838,701 | +2.6% | 3.57% | -7.3% |
| Q1 2022 | $235,029,000 | -11.3% | 817,209 | -1.0% | 3.85% | -7.8% |
| Q4 2021 | $264,841,000 | +2.2% | 825,307 | -7.6% | 4.17% | -5.7% |
| Q3 2021 | $259,251,000 | -9.0% | 893,444 | -10.1% | 4.42% | -9.9% |
| Q2 2021 | $284,959,000 | +84.3% | 993,547 | +65.1% | 4.91% | +50.2% |
| Q1 2021 | $154,648,000 | -6.5% | 601,650 | -7.8% | 3.27% | -13.1% |
| Q4 2020 | $165,331,000 | +11.3% | 652,606 | -0.0% | 3.76% | -1.8% |
| Q3 2020 | $148,590,000 | +7.0% | 652,830 | -5.0% | 3.83% | -4.0% |
| Q2 2020 | $138,810,000 | +24.1% | 686,870 | -3.8% | 4.00% | -0.6% |
| Q1 2020 | $111,885,000 | -16.7% | 714,051 | -3.1% | 4.02% | +2.4% |
| Q4 2019 | $134,292,000 | – | 737,179 | – | 3.92% | – |
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% |