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 | $49,221,204 | +23.6% | 180,754 | +28.4% | 0.88% | +22.0% |
| Q2 2023 | $39,819,277 | -13.8% | 140,724 | -24.0% | 0.72% | -17.7% |
| Q1 2023 | $46,190,370 | +27.5% | 185,176 | +8.9% | 0.87% | +17.6% |
| Q4 2022 | $36,234,398 | -3.9% | 170,026 | -3.6% | 0.74% | -10.8% |
| Q3 2022 | $37,723,000 | -10.3% | 176,315 | -6.5% | 0.83% | -5.6% |
| Q2 2022 | $42,042,000 | -29.5% | 188,623 | -9.1% | 0.88% | -15.6% |
| Q1 2022 | $59,662,000 | -12.8% | 207,450 | -2.7% | 1.04% | -14.3% |
| Q4 2021 | $68,385,000 | +6.9% | 213,104 | -3.3% | 1.22% | +5.4% |
| Q3 2021 | $63,973,000 | +17.3% | 220,469 | +15.9% | 1.16% | +9.8% |
| Q2 2021 | $54,537,000 | +30.2% | 190,150 | +16.7% | 1.05% | +13.6% |
| Q1 2021 | $41,886,000 | +8.0% | 162,954 | +6.4% | 0.93% | -1.0% |
| Q4 2020 | $38,786,000 | +13.9% | 153,099 | +2.3% | 0.94% | -9.5% |
| Q3 2020 | $34,050,000 | +10.4% | 149,597 | -2.0% | 1.03% | -2.2% |
| Q2 2020 | $30,844,000 | +17.2% | 152,623 | +5.6% | 1.06% | +48.2% |
| Q4 2019 | $26,325,000 | +72.3% | 144,510 | +57.2% | 0.71% | +30.8% |
| Q3 2019 | $15,282,000 | +11.3% | 91,904 | +9.0% | 0.54% | +6.4% |
| Q2 2019 | $13,731,000 | +61.2% | 84,323 | +54.9% | 0.51% | +42.2% |
| Q1 2019 | $8,518,000 | +84.3% | 54,453 | +58.3% | 0.36% | +75.6% |
| Q4 2018 | $4,621,000 | -74.7% | 34,402 | -69.7% | 0.20% | -71.6% |
| Q3 2018 | $18,265,000 | +9.6% | 113,421 | +2.0% | 0.72% | -1.4% |
| Q2 2018 | $16,659,000 | +6.6% | 111,198 | +1.0% | 0.73% | -2.9% |
| Q1 2018 | $15,623,000 | +7.8% | 110,111 | +6.9% | 0.75% | +4.7% |
| Q4 2017 | $14,494,000 | +12.4% | 103,051 | +6.1% | 0.72% | +2.6% |
| Q3 2017 | $12,890,000 | +5.3% | 97,099 | +0.7% | 0.70% | -6.3% |
| Q2 2017 | $12,244,000 | -3.8% | 96,378 | -7.8% | 0.75% | -9.7% |
| Q1 2017 | $12,723,000 | +30.9% | 104,581 | +19.9% | 0.83% | +11.7% |
| Q4 2016 | $9,721,000 | -7.3% | 87,203 | -6.6% | 0.74% | -22.9% |
| Q3 2016 | $10,483,000 | +28.9% | 93,355 | +24.9% | 0.96% | +9.9% |
| Q2 2016 | $8,132,000 | -13.1% | 74,729 | -15.0% | 0.88% | -17.7% |
| Q1 2016 | $9,363,000 | -2.1% | 87,959 | -8.2% | 1.06% | +1.2% |
| Q4 2015 | $9,563,000 | +5.8% | 95,781 | +6.3% | 1.05% | -15.9% |
| Q3 2015 | $9,037,000 | -60.9% | 90,104 | -58.2% | 1.25% | -53.9% |
| Q2 2015 | $23,087,000 | -0.8% | 215,666 | -3.1% | 2.71% | +2.9% |
| Q1 2015 | $23,276,000 | -16.2% | 222,502 | -16.4% | 2.63% | -10.7% |
| Q4 2014 | $27,776,000 | -2.9% | 266,077 | -7.3% | 2.95% | +0.9% |
| Q3 2014 | $28,601,000 | +1.5% | 286,954 | +0.7% | 2.92% | +4.1% |
| Q2 2014 | $28,172,000 | +8.6% | 284,848 | +2.6% | 2.81% | +6.3% |
| Q1 2014 | $25,953,000 | +3.9% | 277,631 | +3.4% | 2.64% | +6.4% |
| Q4 2013 | $24,976,000 | +15.0% | 268,414 | +4.5% | 2.49% | +10.0% |
| Q3 2013 | $21,727,000 | +17.0% | 256,789 | +8.0% | 2.26% | -0.1% |
| Q2 2013 | $18,576,000 | – | 237,696 | – | 2.26% | – |
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% |