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 | $11,574,661 | -12.0% | 83,916 | +80.6% | 4.01% | -7.8% |
| Q2 2023 | $13,147,029 | +9.4% | 46,462 | -3.6% | 4.35% | +5.4% |
| Q1 2023 | $12,019,731 | +22.1% | 48,186 | +4.3% | 4.12% | +9.4% |
| Q4 2022 | $9,846,715 | +1.2% | 46,204 | +1.6% | 3.77% | -6.5% |
| Q3 2022 | $9,730,000 | -6.6% | 45,481 | -2.7% | 4.03% | -0.5% |
| Q2 2022 | $10,420,000 | -20.9% | 46,753 | +2.1% | 4.05% | -9.0% |
| Q1 2022 | $13,173,000 | -13.0% | 45,804 | -2.9% | 4.45% | -4.8% |
| Q4 2021 | $15,142,000 | +10.8% | 47,187 | +0.2% | 4.68% | -1.2% |
| Q3 2021 | $13,664,000 | -2.2% | 47,089 | +1.0% | 4.74% | -2.6% |
| Q2 2021 | $13,972,000 | +23.1% | 46,640 | +5.6% | 4.86% | +8.4% |
| Q1 2021 | $11,349,000 | -2.5% | 44,156 | -3.5% | 4.48% | -7.3% |
| Q4 2020 | $11,639,000 | +10.7% | 45,749 | +1.5% | 4.84% | -7.6% |
| Q3 2020 | $10,514,000 | – | 45,059 | – | 5.23% | – |
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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% |