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 | $812,029 | -5.4% | 2,982 | -1.7% | 0.06% | -5.1% |
| Q2 2023 | $858,502 | +9.8% | 3,034 | -3.2% | 0.06% | +5.4% |
| Q1 2023 | $781,994 | -41.5% | 3,135 | -50.0% | 0.06% | -47.2% |
| Q4 2022 | $1,336,839 | -10.7% | 6,273 | -10.3% | 0.11% | -23.2% |
| Q3 2022 | $1,497,000 | +44.5% | 6,995 | +50.5% | 0.14% | +86.5% |
| Q2 2022 | $1,036,000 | -1.4% | 4,647 | +27.1% | 0.07% | 0.0% |
| Q1 2022 | $1,051,000 | -12.4% | 3,656 | -2.2% | 0.07% | -2.6% |
| Q4 2021 | $1,200,000 | -0.7% | 3,739 | -10.2% | 0.08% | -7.3% |
| Q3 2021 | $1,209,000 | +0.9% | 4,165 | -0.3% | 0.08% | +5.1% |
| Q2 2021 | $1,198,000 | +11.4% | 4,178 | -0.2% | 0.08% | +8.3% |
| Q1 2021 | $1,075,000 | -9.3% | 4,185 | -10.5% | 0.07% | -28.7% |
| Q4 2020 | $1,185,000 | -3.2% | 4,676 | -13.0% | 0.10% | -19.2% |
| Q3 2020 | $1,224,000 | +9.2% | 5,376 | -3.1% | 0.12% | +4.2% |
| Q2 2020 | $1,121,000 | +22.4% | 5,547 | -5.1% | 0.12% | +10.1% |
| Q1 2020 | $916,000 | -26.1% | 5,848 | -14.1% | 0.11% | -2.7% |
| Q4 2019 | $1,240,000 | -0.5% | 6,809 | -9.2% | 0.11% | -1.8% |
| Q3 2019 | $1,246,000 | -14.0% | 7,495 | -15.5% | 0.11% | -11.6% |
| Q2 2019 | $1,449,000 | -26.9% | 8,867 | -30.0% | 0.13% | -26.7% |
| Q1 2019 | $1,981,000 | +15.1% | 12,664 | -1.2% | 0.18% | -0.6% |
| Q4 2018 | $1,721,000 | -20.8% | 12,813 | -5.0% | 0.18% | -20.3% |
| Q3 2018 | $2,173,000 | +6.9% | 13,493 | -0.6% | 0.22% | -0.4% |
| Q2 2018 | $2,033,000 | +4.0% | 13,573 | -1.5% | 0.22% | -4.7% |
| Q1 2018 | $1,954,000 | +2.3% | 13,775 | +1.4% | 0.23% | 0.0% |
| Q4 2017 | $1,911,000 | +584.9% | 13,584 | +546.9% | 0.23% | +532.4% |
| Q3 2017 | $279,000 | +4.5% | 2,100 | 0.0% | 0.04% | -2.6% |
| Q2 2017 | $267,000 | -4.6% | 2,100 | -8.7% | 0.04% | +8.6% |
| Q1 2017 | $280,000 | +0.4% | 2,300 | -8.0% | 0.04% | -7.9% |
| Q4 2016 | $279,000 | -0.7% | 2,500 | 0.0% | 0.04% | 0.0% |
| Q3 2016 | $281,000 | +4.9% | 2,500 | 0.0% | 0.04% | +2.7% |
| Q2 2016 | $268,000 | – | 2,500 | – | 0.04% | – |
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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% |