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 | $634,254 | -14.9% | 2,311 | -13.2% | 0.14% | -14.3% |
| Q2 2023 | $745,107 | +2.6% | 2,661 | -8.6% | 0.16% | +1.3% |
| Q1 2023 | $726,120 | +13.7% | 2,911 | -2.8% | 0.16% | +11.2% |
| Q4 2022 | $638,478 | -0.4% | 2,996 | 0.0% | 0.14% | -7.1% |
| Q3 2022 | $641,000 | -5.2% | 2,996 | -1.3% | 0.15% | +2.7% |
| Q2 2022 | $676,000 | -24.6% | 3,034 | -2.6% | 0.15% | -12.3% |
| Q1 2022 | $896,000 | -10.3% | 3,114 | 0.0% | 0.17% | -3.4% |
| Q4 2021 | $999,000 | -3.9% | 3,114 | -13.1% | 0.18% | -10.2% |
| Q3 2021 | $1,040,000 | +0.9% | 3,583 | -0.4% | 0.20% | +0.5% |
| Q2 2021 | $1,031,000 | +9.1% | 3,596 | -2.3% | 0.20% | +1.6% |
| Q1 2021 | $945,000 | +38.4% | 3,679 | +36.5% | 0.19% | +33.1% |
| Q4 2020 | $683,000 | +15.6% | 2,696 | +3.9% | 0.14% | -15.2% |
| Q3 2020 | $591,000 | -5.6% | 2,596 | -16.1% | 0.17% | -13.2% |
| Q2 2020 | $626,000 | +29.1% | 3,096 | 0.0% | 0.20% | +8.2% |
| Q1 2020 | $485,000 | -22.8% | 3,096 | -10.2% | 0.18% | +1.1% |
| Q4 2019 | $628,000 | +9.6% | 3,446 | 0.0% | 0.18% | +3.4% |
| Q3 2019 | $573,000 | +1.4% | 3,446 | -0.3% | 0.17% | +8.8% |
| Q2 2019 | $565,000 | +4.6% | 3,455 | 0.0% | 0.16% | +6.0% |
| Q1 2019 | $540,000 | -41.8% | 3,455 | -50.0% | 0.15% | +2.7% |
| Q4 2018 | $928,000 | +57.3% | 6,910 | +88.7% | 0.15% | -13.5% |
| Q3 2018 | $590,000 | -0.7% | 3,662 | -7.6% | 0.17% | -6.1% |
| Q2 2018 | $594,000 | +5.7% | 3,962 | 0.0% | 0.18% | +0.6% |
| Q1 2018 | $562,000 | +0.9% | 3,962 | 0.0% | 0.18% | +4.7% |
| Q4 2017 | $557,000 | +3.0% | 3,962 | 0.0% | 0.17% | +1.8% |
| Q3 2017 | $541,000 | +7.6% | 3,962 | 0.0% | 0.17% | +1.8% |
| Q2 2017 | $503,000 | +4.4% | 3,962 | 0.0% | 0.17% | +2.5% |
| Q1 2017 | $482,000 | +9.0% | 3,962 | 0.0% | 0.16% | -1.2% |
| Q4 2016 | $442,000 | -0.2% | 3,962 | 0.0% | 0.16% | +4.5% |
| Q3 2016 | $443,000 | -14.3% | 3,962 | -17.9% | 0.16% | -19.9% |
| Q2 2016 | $517,000 | +0.6% | 4,824 | 0.0% | 0.20% | -2.5% |
| Q1 2016 | $514,000 | +0.2% | 4,824 | 0.0% | 0.20% | -3.4% |
| Q4 2015 | $513,000 | +6.0% | 4,824 | 0.0% | 0.21% | +7.2% |
| Q3 2015 | $484,000 | -4.7% | 4,824 | +1.6% | 0.19% | +3.2% |
| Q2 2015 | $508,000 | -22.9% | 4,750 | -24.6% | 0.19% | -20.3% |
| Q1 2015 | $659,000 | +0.2% | 6,300 | 0.0% | 0.24% | -9.9% |
| Q4 2014 | $658,000 | -12.1% | 6,300 | -13.7% | 0.26% | -12.4% |
| Q3 2014 | $749,000 | +3.7% | 7,300 | 0.0% | 0.30% | +2.4% |
| Q2 2014 | $722,000 | – | 7,300 | – | 0.29% | – |
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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% |