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 | $12,582,527 | -3.1% | 46,207 | +0.7% | 1.86% | +7.1% |
| Q2 2023 | $12,988,522 | +16.5% | 45,902 | +2.7% | 1.74% | +19.3% |
| Q1 2023 | $11,150,717 | +17.0% | 44,703 | 0.0% | 1.46% | +4.1% |
| Q4 2022 | $9,526,656 | -0.1% | 44,703 | +0.3% | 1.40% | -15.6% |
| Q3 2022 | $9,535,000 | -4.0% | 44,565 | 0.0% | 1.66% | -2.5% |
| Q2 2022 | $9,933,000 | -23.3% | 44,565 | -1.1% | 1.70% | -8.6% |
| Q1 2022 | $12,956,000 | -10.4% | 45,047 | 0.0% | 1.86% | -1.5% |
| Q4 2021 | $14,456,000 | +12.9% | 45,047 | +2.0% | 1.89% | +7.9% |
| Q3 2021 | $12,809,000 | +1.2% | 44,143 | 0.0% | 1.75% | +0.5% |
| Q2 2021 | $12,661,000 | +11.6% | 44,143 | 0.0% | 1.74% | +3.3% |
| Q1 2021 | $11,347,000 | +1.5% | 44,143 | 0.0% | 1.69% | -2.5% |
| Q4 2020 | $11,183,000 | +11.3% | 44,143 | 0.0% | 1.73% | +11.0% |
| Q3 2020 | $10,047,000 | +12.6% | 44,143 | 0.0% | 1.56% | +27.6% |
| Q2 2020 | $8,921,000 | +29.0% | 44,143 | 0.0% | 1.22% | +10.4% |
| Q1 2020 | $6,917,000 | -15.9% | 44,143 | -2.3% | 1.11% | +23.2% |
| Q4 2019 | $8,228,000 | +8.7% | 45,168 | -0.7% | 0.90% | +1.0% |
| Q3 2019 | $7,567,000 | +977.9% | 45,508 | +959.8% | 0.89% | +888.9% |
| Q2 2019 | $702,000 | -4.4% | 4,294 | -8.5% | 0.09% | -4.3% |
| Q1 2019 | $734,000 | -9.2% | 4,694 | -13.0% | 0.09% | -23.6% |
| Q4 2018 | $808,000 | +6.9% | 5,394 | +14.9% | 0.12% | +13.9% |
| Q3 2018 | $756,000 | -6.4% | 4,694 | -13.0% | 0.11% | -12.2% |
| Q2 2018 | $808,000 | +5.6% | 5,394 | 0.0% | 0.12% | +0.8% |
| Q1 2018 | $765,000 | -0.5% | 5,394 | -1.4% | 0.12% | +6.1% |
| Q4 2017 | $769,000 | +5.9% | 5,469 | 0.0% | 0.12% | +2.7% |
| Q3 2017 | $726,000 | -28.3% | 5,469 | -31.4% | 0.11% | -30.4% |
| Q2 2017 | $1,013,000 | +4.4% | 7,977 | 0.0% | 0.16% | +5.2% |
| Q1 2017 | $970,000 | -2.0% | 7,977 | -10.1% | 0.15% | +1.3% |
| Q4 2016 | $990,000 | -6.8% | 8,877 | -6.1% | 0.15% | -5.6% |
| Q3 2016 | $1,062,000 | +4.7% | 9,457 | 0.0% | 0.16% | +10.3% |
| Q2 2016 | $1,014,000 | +0.7% | 9,457 | 0.0% | 0.14% | +3.6% |
| Q1 2016 | $1,007,000 | +70.4% | 9,457 | +70.4% | 0.14% | +68.7% |
| Q4 2015 | $591,000 | +291.4% | 5,551 | +269.1% | 0.08% | +232.0% |
| Q3 2015 | $151,000 | +139.7% | 1,504 | +154.9% | 0.02% | +150.0% |
| Q2 2015 | $63,000 | +3.3% | 590 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $61,000 | -1.6% | 590 | 0.0% | 0.01% | +25.0% |
| Q4 2014 | $62,000 | +5.1% | 590 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $59,000 | +1.7% | 590 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $58,000 | +5.5% | 590 | 0.0% | 0.01% | -11.1% |
| Q1 2014 | $55,000 | +1275.0% | 590 | +1375.0% | 0.01% | +800.0% |
| Q4 2013 | $4,000 | +33.3% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $3,000 | – | 40 | – | 0.00% | – |
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% |