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 | $503,229 | -31.7% | 1,848 | -29.1% | 0.04% | -40.3% |
| Q2 2023 | $737,111 | +246.4% | 2,605 | +205.4% | 0.07% | +191.3% |
| Q1 2023 | $212,772 | -59.3% | 853 | -47.7% | 0.02% | -30.3% |
| Q4 2021 | $523,000 | +115.2% | 1,631 | +92.8% | 0.03% | +135.7% |
| Q2 2021 | $243,000 | -59.0% | 846 | -63.8% | 0.01% | -53.3% |
| Q4 2020 | $593,000 | -49.6% | 2,340 | -54.7% | 0.03% | -60.5% |
| Q3 2020 | $1,176,000 | -56.4% | 5,167 | -61.3% | 0.08% | -46.5% |
| Q2 2020 | $2,700,000 | +1155.8% | 13,361 | +1032.3% | 0.14% | +1190.9% |
| Q4 2019 | $215,000 | -10.8% | 1,180 | -18.6% | 0.01% | -52.2% |
| Q3 2019 | $241,000 | +1.3% | 1,450 | -0.3% | 0.02% | -14.8% |
| Q2 2019 | $238,000 | -47.8% | 1,455 | -54.8% | 0.03% | -69.7% |
| Q1 2018 | $456,000 | -40.1% | 3,216 | -40.5% | 0.09% | -90.2% |
| Q4 2017 | $761,000 | -3.4% | 5,408 | -8.9% | 0.91% | +116.7% |
| Q3 2017 | $788,000 | -55.1% | 5,936 | -57.0% | 0.42% | -36.6% |
| Q2 2017 | $1,755,000 | +380.8% | 13,812 | +360.6% | 0.66% | +311.2% |
| Q1 2017 | $365,000 | +34.2% | 2,999 | +23.8% | 0.16% | +7.3% |
| Q3 2016 | $272,000 | -43.0% | 2,422 | -45.6% | 0.15% | -54.4% |
| Q2 2015 | $477,000 | -57.8% | 4,452 | -58.7% | 0.33% | -77.6% |
| Q1 2015 | $1,129,000 | +93.7% | 10,788 | +93.3% | 1.47% | +10.4% |
| Q4 2014 | $583,000 | -41.0% | 5,582 | -43.7% | 1.33% | +54.4% |
| Q3 2014 | $988,000 | -41.8% | 9,910 | -42.3% | 0.86% | -20.4% |
| Q2 2014 | $1,699,000 | – | 17,176 | – | 1.08% | – |
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% |