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 | $3,698,504 | -4.9% | 13,582 | -1.1% | 0.67% | +1.7% |
| Q2 2023 | $3,887,935 | +7.8% | 13,740 | -5.0% | 0.66% | -4.8% |
| Q1 2023 | $3,607,664 | +15.4% | 14,463 | -1.4% | 0.69% | +4.9% |
| Q4 2022 | $3,125,518 | -9.2% | 14,666 | -8.8% | 0.66% | -14.9% |
| Q3 2022 | $3,442,000 | -7.2% | 16,087 | -3.3% | 0.77% | +6.0% |
| Q2 2022 | $3,708,000 | -24.2% | 16,637 | -2.2% | 0.73% | -8.0% |
| Q1 2022 | $4,890,000 | -10.8% | 17,004 | -0.5% | 0.79% | -11.5% |
| Q4 2021 | $5,485,000 | +4.2% | 17,091 | -5.8% | 0.89% | -3.2% |
| Q3 2021 | $5,266,000 | -2.4% | 18,148 | -3.5% | 0.92% | -2.4% |
| Q2 2021 | $5,393,000 | +10.6% | 18,803 | -0.8% | 0.95% | +2.2% |
| Q1 2021 | $4,874,000 | -5.1% | 18,962 | -6.5% | 0.93% | -9.2% |
| Q4 2020 | $5,138,000 | +11.8% | 20,283 | +0.5% | 1.02% | -2.7% |
| Q3 2020 | $4,595,000 | +40.5% | 20,187 | +24.7% | 1.05% | +31.0% |
| Q2 2020 | $3,271,000 | -0.8% | 16,185 | -23.1% | 0.80% | -21.2% |
| Q1 2020 | $3,296,000 | +210.1% | 21,037 | +260.5% | 1.02% | +323.3% |
| Q4 2019 | $1,063,000 | -31.7% | 5,836 | -37.7% | 0.24% | -38.8% |
| Q3 2019 | $1,557,000 | -63.2% | 9,361 | -63.8% | 0.39% | -58.1% |
| Q2 2019 | $4,229,000 | -12.8% | 25,883 | -16.5% | 0.94% | -11.3% |
| Q1 2019 | $4,852,000 | – | 30,992 | – | 1.06% | – |
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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% |