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 | $229,385,541 | -1.2% | 842,369 | +2.7% | 4.32% | +2.6% |
| Q2 2023 | $232,065,820 | +19.0% | 820,137 | +4.9% | 4.21% | -44.3% |
| Q1 2023 | $194,954,117 | +27.0% | 781,567 | +8.5% | 7.56% | +21.2% |
| Q4 2022 | $153,521,328 | +9.1% | 720,385 | +9.5% | 6.24% | -12.4% |
| Q3 2022 | $140,752,000 | -4.3% | 657,872 | -0.3% | 7.13% | +1.7% |
| Q2 2022 | $147,125,000 | -0.8% | 660,078 | +28.0% | 7.01% | +6.8% |
| Q1 2022 | $148,281,000 | +22.2% | 515,580 | +36.4% | 6.56% | +41.7% |
| Q4 2021 | $121,332,000 | +35.5% | 378,100 | +22.5% | 4.63% | +0.7% |
| Q3 2021 | $89,564,000 | +13.1% | 308,661 | +11.8% | 4.60% | +7.6% |
| Q2 2021 | $79,160,000 | +16.8% | 276,003 | +4.6% | 4.27% | -3.0% |
| Q1 2021 | $67,797,000 | +31.8% | 263,764 | +29.9% | 4.41% | +8.0% |
| Q4 2020 | $51,440,000 | – | 203,047 | – | 4.08% | – |
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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% |