VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $716,803 | -3.8% | 2,632 | 0.0% | 0.06% | -3.4% |
| Q2 2023 | $744,816 | -3.8% | 2,632 | -15.2% | 0.06% | -13.2% |
| Q1 2023 | $774,050 | -3.9% | 3,103 | -17.9% | 0.07% | -15.0% |
| Q4 2022 | $805,141 | -0.4% | 3,778 | 0.0% | 0.08% | -27.3% |
| Q3 2022 | $808,000 | +4.1% | 3,778 | +8.5% | 0.11% | -9.1% |
| Q2 2022 | $776,000 | -23.1% | 3,482 | -0.7% | 0.12% | -12.3% |
| Q1 2022 | $1,009,000 | -17.5% | 3,507 | -16.8% | 0.14% | -22.9% |
| Q3 2021 | $1,223,000 | +3.1% | 4,216 | +1.9% | 0.18% | +2.3% |
| Q2 2021 | $1,186,000 | +15.8% | 4,136 | +2.3% | 0.18% | -0.6% |
| Q4 2020 | $1,024,000 | -32.1% | 4,043 | -38.9% | 0.18% | -39.7% |
| Q3 2020 | $1,507,000 | +6.6% | 6,622 | -5.4% | 0.29% | -0.3% |
| Q2 2020 | $1,414,000 | +107.9% | 6,997 | +61.3% | 0.29% | +55.0% |
| Q1 2020 | $680,000 | -12.9% | 4,338 | +1.2% | 0.19% | +8.0% |
| Q4 2019 | $781,000 | +9.5% | 4,286 | 0.0% | 0.18% | +2.3% |
| Q3 2019 | $713,000 | -4.8% | 4,286 | -6.5% | 0.17% | -7.1% |
| Q2 2019 | $749,000 | +7.8% | 4,586 | +3.3% | 0.18% | +6.4% |
| Q1 2019 | $695,000 | +22.4% | 4,440 | +5.1% | 0.17% | +8.8% |
| Q4 2018 | $568,000 | -16.6% | 4,226 | 0.0% | 0.16% | +109.2% |
| Q3 2018 | $681,000 | +7.6% | 4,226 | 0.0% | 0.08% | +2.7% |
| Q2 2018 | $633,000 | +5.5% | 4,226 | 0.0% | 0.07% | +4.2% |
| Q1 2018 | $600,000 | +1.0% | 4,226 | 0.0% | 0.07% | +6.0% |
| Q4 2017 | $594,000 | +5.3% | 4,226 | -0.6% | 0.07% | 0.0% |
| Q3 2017 | $564,000 | +4.4% | 4,251 | 0.0% | 0.07% | 0.0% |
| Q2 2017 | $540,000 | +4.4% | 4,251 | 0.0% | 0.07% | +3.1% |
| Q1 2017 | $517,000 | +9.8% | 4,251 | +0.6% | 0.06% | +3.2% |
| Q4 2016 | $471,000 | -52.1% | 4,226 | -51.7% | 0.06% | -52.3% |
| Q3 2016 | $983,000 | +4.8% | 8,754 | 0.0% | 0.13% | +1.5% |
| Q2 2016 | $938,000 | +11.4% | 8,754 | +10.7% | 0.13% | +11.1% |
| Q1 2016 | $842,000 | 0.0% | 7,910 | 0.0% | 0.12% | -3.3% |
| Q4 2015 | $842,000 | +148.4% | 7,910 | +133.9% | 0.12% | +132.7% |
| Q3 2015 | $339,000 | -90.1% | 3,382 | -89.5% | 0.05% | -87.0% |
| Q2 2015 | $3,440,000 | +2.3% | 32,139 | 0.0% | 0.40% | -2.9% |
| Q1 2015 | $3,362,000 | +852.4% | 32,139 | +850.3% | 0.41% | +663.0% |
| Q4 2014 | $353,000 | -88.5% | 3,382 | -89.0% | 0.05% | -88.7% |
| Q3 2014 | $3,062,000 | +0.8% | 30,724 | 0.0% | 0.48% | +2.4% |
| Q2 2014 | $3,038,000 | +6.5% | 30,724 | +0.7% | 0.47% | +2.4% |
| Q1 2014 | $2,852,000 | +0.5% | 30,508 | 0.0% | 0.46% | -2.4% |
| Q4 2013 | $2,839,000 | +15.9% | 30,508 | +5.3% | 0.47% | 0.0% |
| Q3 2013 | $2,450,000 | +9.4% | 28,962 | +1.0% | 0.47% | +14.7% |
| Q2 2013 | $2,240,000 | – | 28,662 | – | 0.41% | – |
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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% |