VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $36,288,731 | +0.1% | 134,090 | +5.5% | 1.96% | +3.8% |
Q2 2023 | $36,258,756 | +35.6% | 127,068 | +17.9% | 1.88% | +20.8% |
Q1 2023 | $26,741,725 | +2.4% | 107,738 | +1.3% | 1.56% | -2.5% |
Q4 2022 | $26,125,050 | +16.9% | 106,381 | +1.5% | 1.60% | +0.3% |
Q3 2022 | $22,350,000 | -14.2% | 104,787 | +1.3% | 1.60% | -15.4% |
Q2 2022 | $26,056,000 | +10.2% | 103,412 | +0.3% | 1.89% | +4.5% |
Q1 2022 | $23,635,000 | -19.1% | 103,117 | -1.2% | 1.80% | -12.9% |
Q4 2021 | $29,217,000 | -13.4% | 104,399 | -2.2% | 2.07% | -12.4% |
Q3 2021 | $33,721,000 | -47.8% | 106,777 | -50.4% | 2.36% | -1.5% |
Q2 2021 | $64,554,000 | +118.1% | 215,278 | +101.8% | 2.40% | -1.8% |
Q1 2021 | $29,601,000 | +6.8% | 106,689 | +0.1% | 2.44% | -7.0% |
Q4 2020 | $27,706,000 | +16.7% | 106,628 | +1.3% | 2.63% | -6.6% |
Q3 2020 | $23,749,000 | +6.1% | 105,292 | +0.4% | 2.81% | +0.6% |
Q2 2020 | $22,376,000 | +18.6% | 104,921 | -1.9% | 2.80% | -4.0% |
Q1 2020 | $18,860,000 | -6.5% | 106,936 | +1.3% | 2.91% | +17.3% |
Q4 2019 | $20,166,000 | +7.3% | 105,596 | -5.2% | 2.48% | -6.2% |
Q3 2019 | $18,794,000 | +2.1% | 111,360 | +1.5% | 2.65% | +0.3% |
Q2 2019 | $18,403,000 | +5.7% | 109,679 | +1.6% | 2.64% | +2.4% |
Q1 2019 | $17,404,000 | +15.8% | 107,959 | +0.7% | 2.58% | +15.5% |
Q4 2018 | $15,030,000 | +0.2% | 107,232 | +1.4% | 2.23% | -0.1% |
Q3 2018 | $14,994,000 | -3.5% | 105,763 | +2.0% | 2.23% | -7.4% |
Q2 2018 | $15,534,000 | +3.6% | 103,690 | -1.9% | 2.41% | -6.3% |
Q1 2018 | $14,999,000 | +3.1% | 105,717 | +2.2% | 2.57% | +8.1% |
Q4 2017 | $14,549,000 | +5.4% | 103,439 | -0.5% | 2.38% | +0.9% |
Q3 2017 | $13,806,000 | +44.1% | 104,001 | +28.2% | 2.36% | -5.7% |
Q2 2017 | $9,578,000 | +12.8% | 81,120 | +16.3% | 2.50% | +4.0% |
Q1 2017 | $8,489,000 | +41.8% | 69,778 | +30.0% | 2.40% | +10.1% |
Q4 2016 | $5,986,000 | +8.1% | 53,695 | +8.9% | 2.18% | -0.8% |
Q3 2016 | $5,535,000 | +8.2% | 49,289 | +3.3% | 2.20% | -10.8% |
Q2 2016 | $5,117,000 | +1.7% | 47,735 | +1.0% | 2.46% | -5.5% |
Q1 2016 | $5,032,000 | +14.3% | 47,274 | +14.3% | 2.61% | +24.1% |
Q4 2015 | $4,402,000 | -19.5% | 41,373 | -24.1% | 2.10% | -31.0% |
Q3 2015 | $5,465,000 | -7.5% | 54,488 | -1.2% | 3.05% | +13.4% |
Q2 2015 | $5,906,000 | -3.4% | 55,174 | -5.8% | 2.69% | -0.5% |
Q1 2015 | $6,114,000 | +5.6% | 58,566 | +5.6% | 2.70% | +10.1% |
Q4 2014 | $5,788,000 | – | 55,450 | – | 2.45% | – |
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% |