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 | $20,281,888 | +6.4% | 74,481 | +10.6% | 0.32% | +5.3% |
| Q2 2023 | $19,062,190 | +17.7% | 67,367 | +3.8% | 0.30% | +11.5% |
| Q1 2023 | $16,190,898 | +19.9% | 64,909 | +2.4% | 0.27% | +10.2% |
| Q4 2022 | $13,504,764 | +17.3% | 63,370 | +17.7% | 0.24% | -19.4% |
| Q3 2022 | $11,515,000 | -1.9% | 53,819 | +2.2% | 0.30% | +13.9% |
| Q2 2022 | $11,733,000 | -19.9% | 52,642 | +3.4% | 0.27% | -8.6% |
| Q1 2022 | $14,642,000 | -7.4% | 50,911 | +3.3% | 0.29% | -8.8% |
| Q4 2021 | $15,808,000 | +0.3% | 49,262 | -9.3% | 0.32% | +4.2% |
| Q3 2021 | $15,754,000 | +14.6% | 54,292 | +13.3% | 0.31% | -5.8% |
| Q2 2021 | $13,746,000 | +12.7% | 47,928 | +1.0% | 0.33% | -2.7% |
| Q1 2021 | $12,194,000 | +9.2% | 47,441 | +7.6% | 0.34% | -6.4% |
| Q4 2020 | $11,171,000 | +11.1% | 44,096 | -0.1% | 0.36% | -5.3% |
| Q3 2020 | $10,051,000 | +8.9% | 44,157 | -3.3% | 0.38% | -3.8% |
| Q2 2020 | $9,228,000 | +12.9% | 45,660 | -13.3% | 0.39% | -10.5% |
| Q1 2020 | $8,173,000 | -19.4% | 52,692 | -5.3% | 0.44% | +1.4% |
| Q4 2019 | $10,134,000 | +6.9% | 55,613 | -2.6% | 0.43% | +3.3% |
| Q3 2019 | $9,480,000 | -4.7% | 57,107 | -6.2% | 0.42% | -5.2% |
| Q2 2019 | $9,949,000 | +4.9% | 60,903 | +0.5% | 0.44% | -6.4% |
| Q1 2019 | $9,485,000 | +8.7% | 60,571 | -6.8% | 0.47% | -7.5% |
| Q4 2018 | $8,727,000 | -28.0% | 65,022 | -13.6% | 0.51% | -14.1% |
| Q3 2018 | $12,122,000 | +0.5% | 75,248 | -6.6% | 0.59% | -14.5% |
| Q2 2018 | $12,058,000 | +2.5% | 80,537 | -2.9% | 0.70% | -2.0% |
| Q1 2018 | $11,761,000 | -23.3% | 82,922 | -23.9% | 0.71% | -24.2% |
| Q4 2017 | $15,328,000 | -7.7% | 109,000 | -12.9% | 0.94% | -6.6% |
| Q3 2017 | $16,598,000 | +6.5% | 125,083 | +2.0% | 1.00% | +2.6% |
| Q2 2017 | $15,580,000 | +50.1% | 122,595 | +43.7% | 0.98% | +40.8% |
| Q1 2017 | $10,379,000 | +20.3% | 85,315 | +10.0% | 0.69% | +6.6% |
| Q4 2016 | $8,631,000 | +1.6% | 77,545 | +2.4% | 0.65% | -0.2% |
| Q3 2016 | $8,496,000 | +19.3% | 75,738 | +14.0% | 0.65% | +17.7% |
| Q2 2016 | $7,123,000 | +25.3% | 66,432 | +24.4% | 0.55% | +16.2% |
| Q1 2016 | $5,685,000 | +13.6% | 53,384 | +13.5% | 0.48% | +12.5% |
| Q4 2015 | $5,005,000 | +38.4% | 47,033 | +31.0% | 0.42% | +23.0% |
| Q3 2015 | $3,616,000 | -7.7% | 35,912 | -2.0% | 0.34% | +3.0% |
| Q2 2015 | $3,917,000 | +8.9% | 36,648 | +6.5% | 0.33% | +0.6% |
| Q1 2015 | $3,597,000 | -3.7% | 34,396 | -3.9% | 0.33% | -8.5% |
| Q4 2014 | $3,734,000 | -13.3% | 35,795 | -17.4% | 0.36% | +10.7% |
| Q3 2014 | $4,308,000 | -0.7% | 43,356 | -1.1% | 0.33% | -32.6% |
| Q2 2014 | $4,339,000 | +8.1% | 43,835 | +1.9% | 0.49% | -11.5% |
| Q1 2014 | $4,014,000 | -7.5% | 43,030 | -7.6% | 0.55% | -14.2% |
| Q4 2013 | $4,338,000 | +12.8% | 46,581 | +2.2% | 0.64% | -6.6% |
| Q3 2013 | $3,845,000 | +2.2% | 45,568 | -5.1% | 0.69% | -12.6% |
| Q2 2013 | $3,761,000 | – | 48,032 | – | 0.78% | – |
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% |