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 | $12,511,579 | +0.4% | 45,946 | +4.4% | 1.16% | +5.6% |
| Q2 2023 | $12,457,274 | +31.6% | 44,025 | +16.0% | 1.10% | +24.5% |
| Q1 2023 | $9,466,098 | +29.0% | 37,949 | +10.2% | 0.88% | +21.0% |
| Q4 2022 | $7,337,339 | -0.6% | 34,430 | -0.2% | 0.73% | -9.7% |
| Q3 2022 | $7,380,000 | +49.9% | 34,496 | +56.2% | 0.81% | +57.5% |
| Q2 2022 | $4,923,000 | -39.3% | 22,088 | -21.6% | 0.51% | -26.1% |
| Q1 2022 | $8,107,000 | +23.2% | 28,188 | +37.5% | 0.69% | +26.9% |
| Q4 2021 | $6,579,000 | +13.4% | 20,501 | +2.5% | 0.55% | -0.7% |
| Q3 2021 | $5,804,000 | +3.3% | 20,004 | +2.1% | 0.55% | +26.1% |
| Q2 2021 | $5,617,000 | +7.3% | 19,584 | -3.9% | 0.44% | -17.9% |
| Q1 2021 | $5,237,000 | +1.3% | 20,373 | -0.2% | 0.53% | -10.9% |
| Q4 2020 | $5,172,000 | +12.3% | 20,415 | +0.9% | 0.60% | -11.8% |
| Q3 2020 | $4,605,000 | +12.6% | 20,234 | -0.1% | 0.68% | -1.0% |
| Q2 2020 | $4,091,000 | +30.3% | 20,245 | +1.0% | 0.68% | +9.3% |
| Q1 2020 | $3,140,000 | +59.1% | 20,039 | +84.9% | 0.63% | +99.4% |
| Q4 2019 | $1,974,000 | +13.2% | 10,835 | +3.3% | 0.31% | +5.7% |
| Q3 2019 | $1,744,000 | +53.5% | 10,489 | +50.9% | 0.30% | +50.8% |
| Q2 2019 | $1,136,000 | +36.5% | 6,952 | +30.6% | 0.20% | +34.0% |
| Q1 2019 | $832,000 | +22.4% | 5,322 | +5.1% | 0.15% | +5.8% |
| Q4 2018 | $680,000 | – | 5,063 | – | 0.14% | – |
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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% |