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 | $5,099,381 | +2.4% | 18,726 | +6.4% | 0.26% | +3.2% |
| Q2 2023 | $4,980,463 | +14.6% | 17,601 | +1.0% | 0.25% | +1.6% |
| Q1 2023 | $4,346,089 | +17.3% | 17,423 | +0.2% | 0.25% | +11.8% |
| Q4 2022 | $3,704,251 | -2.7% | 17,382 | -2.3% | 0.22% | -0.9% |
| Q3 2022 | $3,807,000 | +0.8% | 17,795 | +5.0% | 0.22% | +1.8% |
| Q2 2022 | $3,777,000 | -29.2% | 16,947 | -8.7% | 0.22% | -12.0% |
| Q1 2022 | $5,337,000 | +0.1% | 18,559 | +11.7% | 0.25% | -1.2% |
| Q4 2021 | $5,333,000 | +11.0% | 16,618 | +0.3% | 0.25% | +1.6% |
| Q3 2021 | $4,806,000 | +8.3% | 16,564 | +7.1% | 0.25% | +8.8% |
| Q2 2021 | $4,436,000 | +25.2% | 15,468 | +12.3% | 0.23% | +8.6% |
| Q1 2021 | $3,542,000 | +1.4% | 13,779 | -0.1% | 0.21% | -2.8% |
| Q4 2020 | $3,493,000 | +73.8% | 13,787 | +56.1% | 0.22% | +55.4% |
| Q3 2020 | $2,010,000 | +9.4% | 8,830 | -2.9% | 0.14% | -6.7% |
| Q2 2020 | $1,837,000 | +14.9% | 9,092 | -10.9% | 0.15% | -11.3% |
| Q1 2020 | $1,599,000 | -12.1% | 10,202 | +2.1% | 0.17% | -14.3% |
| Q4 2019 | $1,820,000 | +2.1% | 9,993 | -6.8% | 0.20% | -5.8% |
| Q3 2019 | $1,783,000 | +19.6% | 10,724 | +17.5% | 0.21% | +19.5% |
| Q2 2019 | $1,491,000 | +10.0% | 9,125 | +5.3% | 0.17% | +6.1% |
| Q1 2019 | $1,355,000 | +70.2% | 8,662 | +46.2% | 0.16% | +42.6% |
| Q4 2018 | $796,000 | -23.5% | 5,925 | -8.4% | 0.12% | -10.2% |
| Q3 2018 | $1,041,000 | +2.3% | 6,465 | -4.9% | 0.13% | -2.3% |
| Q2 2018 | $1,018,000 | +1.0% | 6,799 | -4.3% | 0.13% | -5.8% |
| Q1 2018 | $1,008,000 | +1.4% | 7,103 | +0.5% | 0.14% | +15.8% |
| Q4 2017 | $994,000 | +1.0% | 7,068 | -4.7% | 0.12% | -5.5% |
| Q3 2017 | $984,000 | +7.4% | 7,414 | +2.8% | 0.13% | -1.6% |
| Q2 2017 | $916,000 | -99.8% | 7,212 | +34.5% | 0.13% | +33.0% |
| Q3 2016 | $602,254,000 | +104822.3% | 5,363 | +0.2% | 0.10% | -4.0% |
| Q2 2016 | $574,000 | -99.9% | 5,354 | -8.2% | 0.10% | -11.4% |
| Q1 2016 | $620,650,000 | +100328.8% | 5,830 | +0.4% | 0.11% | -5.8% |
| Q4 2015 | $618,000 | +47.1% | 5,808 | +38.5% | 0.12% | +34.4% |
| Q3 2015 | $420,000 | +76.5% | 4,192 | +88.2% | 0.09% | +66.7% |
| Q2 2015 | $238,000 | +2.1% | 2,227 | +0.1% | 0.05% | +1.9% |
| Q1 2015 | $233,000 | +15.3% | 2,224 | +9.9% | 0.05% | +17.8% |
| Q3 2014 | $202,000 | -12.9% | 2,024 | -18.4% | 0.04% | -18.2% |
| Q1 2014 | $232,000 | -0.9% | 2,480 | -1.2% | 0.06% | +1.9% |
| Q4 2013 | $234,000 | – | 2,511 | – | 0.05% | – |
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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% |