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 | $3,866,257 | -3.2% | 14,198 | +0.6% | 0.18% | +1.2% |
| Q2 2023 | $3,993,414 | +14.1% | 14,113 | +0.6% | 0.17% | +5.5% |
| Q1 2023 | $3,500,890 | +18.1% | 14,035 | +0.9% | 0.16% | +10.1% |
| Q4 2022 | $2,964,360 | +0.2% | 13,910 | +0.7% | 0.15% | -5.1% |
| Q3 2022 | $2,957,000 | -3.4% | 13,820 | +0.6% | 0.16% | +1.9% |
| Q2 2022 | $3,061,000 | -21.9% | 13,735 | +0.8% | 0.15% | -5.5% |
| Q1 2022 | $3,920,000 | -10.4% | 13,630 | 0.0% | 0.16% | -5.8% |
| Q4 2021 | $4,374,000 | +11.2% | 13,630 | +0.5% | 0.17% | +0.6% |
| Q3 2021 | $3,935,000 | +1.2% | 13,560 | 0.0% | 0.17% | +3.0% |
| Q2 2021 | $3,889,000 | +12.6% | 13,560 | +0.9% | 0.17% | +5.0% |
| Q1 2021 | $3,453,000 | +1.4% | 13,435 | 0.0% | 0.16% | -6.5% |
| Q4 2020 | $3,404,000 | +14.3% | 13,435 | +2.7% | 0.17% | +1.2% |
| Q3 2020 | $2,978,000 | +12.6% | 13,085 | 0.0% | 0.17% | +3.7% |
| Q2 2020 | $2,644,000 | +29.0% | 13,085 | 0.0% | 0.16% | +6.6% |
| Q1 2020 | $2,050,000 | -14.0% | 13,085 | 0.0% | 0.15% | +10.1% |
| Q4 2019 | $2,384,000 | +13.4% | 13,085 | +3.4% | 0.14% | +4.5% |
| Q3 2019 | $2,103,000 | +1.7% | 12,650 | 0.0% | 0.13% | -10.2% |
| Q2 2019 | $2,067,000 | +4.4% | 12,650 | 0.0% | 0.15% | +6.5% |
| Q1 2019 | $1,979,000 | +21.6% | 12,650 | +4.4% | 0.14% | -43.9% |
| Q4 2018 | $1,628,000 | -16.6% | 12,120 | 0.0% | 0.25% | -0.8% |
| Q3 2018 | $1,952,000 | +7.5% | 12,120 | 0.0% | 0.25% | 0.0% |
| Q2 2018 | $1,816,000 | +5.6% | 12,120 | 0.0% | 0.25% | +1.6% |
| Q1 2018 | $1,720,000 | +2.9% | 12,120 | +2.0% | 0.24% | +2.5% |
| Q4 2017 | $1,671,000 | +6.0% | 11,880 | 0.0% | 0.24% | 0.0% |
| Q3 2017 | $1,577,000 | +6.8% | 11,880 | +2.3% | 0.24% | +3.5% |
| Q2 2017 | $1,476,000 | +4.5% | 11,615 | 0.0% | 0.23% | +1.8% |
| Q1 2017 | $1,413,000 | +11.6% | 11,615 | +2.3% | 0.23% | +4.6% |
| Q4 2016 | $1,266,000 | +1.5% | 11,355 | +2.3% | 0.22% | 0.0% |
| Q3 2016 | $1,247,000 | +4.8% | 11,105 | 0.0% | 0.22% | -1.4% |
| Q2 2016 | $1,190,000 | +0.7% | 11,105 | 0.0% | 0.22% | -1.8% |
| Q1 2016 | $1,182,000 | – | 11,105 | – | 0.22% | – |
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% |