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 | $655,995 | -9.2% | 2,409 | -5.7% | 0.13% | -7.9% |
| Q2 2023 | $722,680 | +10.2% | 2,554 | -2.9% | 0.14% | +16.7% |
| Q1 2023 | $656,027 | +18.4% | 2,630 | +1.2% | 0.12% | +17.6% |
| Q4 2022 | $553,873 | -14.8% | 2,599 | -14.5% | 0.10% | -27.1% |
| Q3 2022 | $650,000 | -12.0% | 3,040 | -8.4% | 0.14% | -7.3% |
| Q2 2022 | $739,000 | -32.3% | 3,317 | -12.5% | 0.15% | -19.7% |
| Q1 2022 | $1,091,000 | -15.2% | 3,792 | -5.4% | 0.19% | -9.6% |
| Q4 2021 | $1,287,000 | +10.6% | 4,010 | 0.0% | 0.21% | -6.3% |
| Q3 2021 | $1,164,000 | +9.4% | 4,010 | +8.1% | 0.22% | -8.3% |
| Q2 2021 | $1,064,000 | -7.2% | 3,710 | -16.8% | 0.24% | -12.6% |
| Q1 2021 | $1,146,000 | -2.6% | 4,460 | +1.5% | 0.28% | -0.7% |
| Q4 2020 | $1,177,000 | +15.2% | 4,396 | -2.1% | 0.28% | -3.8% |
| Q3 2020 | $1,022,000 | +21.2% | 4,491 | +7.6% | 0.29% | +18.4% |
| Q2 2020 | $843,000 | +26.6% | 4,173 | -1.8% | 0.24% | +8.9% |
| Q1 2020 | $666,000 | +21.1% | 4,248 | +40.7% | 0.22% | +56.2% |
| Q4 2019 | $550,000 | +16.5% | 3,020 | +6.3% | 0.14% | +7.5% |
| Q3 2019 | $472,000 | +27.9% | 2,840 | +26.8% | 0.13% | +25.2% |
| Q2 2019 | $369,000 | – | 2,240 | – | 0.11% | – |
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% |