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 | $7,824,011 | -11.7% | 28,732 | -8.2% | 0.61% | -17.9% |
| Q2 2023 | $8,858,063 | +12.1% | 31,305 | -1.2% | 0.75% | +14.9% |
| Q1 2023 | $7,904,754 | +80.5% | 31,690 | +54.2% | 0.65% | +73.3% |
| Q4 2022 | $4,379,411 | +9.3% | 20,550 | +9.7% | 0.38% | -10.1% |
| Q3 2022 | $4,008,000 | +585.1% | 18,735 | +613.7% | 0.42% | +686.8% |
| Q2 2022 | $585,000 | -22.5% | 2,625 | 0.0% | 0.05% | +1.9% |
| Q1 2022 | $755,000 | -97.7% | 2,625 | -97.4% | 0.05% | -96.8% |
| Q4 2021 | $32,532,000 | +138.5% | 101,377 | +115.7% | 1.62% | +103.9% |
| Q3 2021 | $13,640,000 | +368.2% | 47,007 | +362.8% | 0.79% | +336.3% |
| Q2 2021 | $2,913,000 | +87.8% | 10,157 | +68.3% | 0.18% | +50.4% |
| Q1 2021 | $1,551,000 | +139.7% | 6,035 | +136.2% | 0.12% | +86.2% |
| Q4 2020 | $647,000 | +51.5% | 2,555 | +36.2% | 0.06% | +22.6% |
| Q3 2020 | $427,000 | +41.9% | 1,876 | +25.9% | 0.05% | +23.3% |
| Q2 2020 | $301,000 | – | 1,490 | – | 0.04% | – |
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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% |