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 | $146,792,990 | -0.9% | 539,066 | +3.0% | 6.40% | -1.4% |
| Q2 2023 | $148,123,175 | +13.2% | 523,477 | -0.2% | 6.50% | -4.8% |
| Q1 2023 | $130,837,407 | +30.7% | 524,525 | +11.6% | 6.83% | +22.9% |
| Q4 2022 | $100,128,909 | -2.1% | 469,846 | -1.7% | 5.56% | -22.7% |
| Q3 2022 | $102,249,000 | -3.2% | 477,909 | +0.9% | 7.19% | -25.6% |
| Q2 2022 | $105,618,000 | -20.1% | 473,855 | +3.2% | 9.66% | -13.5% |
| Q1 2022 | $132,111,000 | +4.7% | 459,355 | +1.8% | 11.17% | +2.5% |
| Q4 2021 | $126,149,000 | -7.1% | 451,355 | +5.0% | 10.90% | -6.0% |
| Q3 2021 | $135,743,000 | +9.6% | 429,825 | +3.8% | 11.60% | +1.5% |
| Q2 2021 | $123,862,000 | +13.0% | 414,214 | +0.7% | 11.43% | +5.5% |
| Q1 2021 | $109,584,000 | -3.2% | 411,335 | -2.8% | 10.83% | -8.9% |
| Q4 2020 | $113,177,000 | +22.7% | 423,109 | +1.3% | 11.89% | -3.2% |
| Q3 2020 | $92,249,000 | -3.7% | 417,850 | -2.5% | 12.28% | -1.1% |
| Q2 2020 | $95,790,000 | +40.3% | 428,704 | -1.6% | 12.41% | +7.6% |
| Q1 2020 | $68,297,000 | -16.4% | 435,872 | +4.5% | 11.53% | +7.5% |
| Q4 2019 | $81,659,000 | +16.3% | 417,011 | -1.2% | 10.73% | +6.5% |
| Q3 2019 | $70,216,000 | +5.2% | 422,277 | +3.4% | 10.07% | +1.4% |
| Q2 2019 | $66,733,000 | +4.6% | 408,427 | +0.1% | 9.94% | +0.6% |
| Q1 2019 | $63,807,000 | +17.8% | 407,920 | +1.2% | 9.88% | +4.4% |
| Q4 2018 | $54,167,000 | -20.8% | 403,237 | -5.0% | 9.46% | -6.3% |
| Q3 2018 | $68,383,000 | +9.3% | 424,634 | +1.7% | 10.09% | +3.7% |
| Q2 2018 | $62,561,000 | +8.1% | 417,604 | +2.4% | 9.73% | +4.1% |
| Q1 2018 | $57,857,000 | +1.9% | 407,789 | +1.0% | 9.35% | +15.5% |
| Q4 2017 | $56,761,000 | +29.3% | 403,562 | +22.0% | 8.10% | -15.0% |
| Q3 2017 | $43,915,000 | +28.3% | 330,807 | +22.8% | 9.52% | +10.8% |
| Q2 2017 | $34,226,000 | +5.7% | 269,410 | +1.2% | 8.60% | +0.8% |
| Q1 2017 | $32,379,000 | +10.1% | 266,147 | +0.9% | 8.53% | -21.9% |
| Q4 2016 | $29,402,000 | -0.3% | 263,740 | +0.4% | 10.92% | -11.3% |
| Q3 2016 | $29,494,000 | +5.6% | 262,658 | +0.8% | 12.31% | -2.8% |
| Q2 2016 | $27,932,000 | +2.1% | 260,563 | +1.4% | 12.67% | -24.3% |
| Q1 2016 | $27,353,000 | +1.2% | 256,957 | +1.1% | 16.74% | +42.2% |
| Q4 2015 | $27,040,000 | +2.8% | 254,163 | -3.1% | 11.77% | -35.1% |
| Q3 2015 | $26,305,000 | -5.8% | 262,294 | +0.5% | 18.14% | +5.6% |
| Q2 2015 | $27,931,000 | -4.6% | 260,913 | -6.8% | 17.18% | +16.0% |
| Q1 2015 | $29,279,000 | +0.5% | 279,887 | +0.3% | 14.81% | +1.2% |
| Q4 2014 | $29,125,000 | +7.1% | 278,997 | +2.2% | 14.63% | -0.5% |
| Q3 2014 | $27,196,000 | +3.8% | 272,860 | +3.0% | 14.71% | +34.9% |
| Q2 2014 | $26,211,000 | +9.7% | 265,021 | +3.7% | 10.90% | +0.9% |
| Q1 2014 | $23,893,000 | -7.1% | 255,599 | -7.5% | 10.80% | +19.4% |
| Q4 2013 | $25,711,000 | +12.0% | 276,312 | +1.8% | 9.04% | -22.9% |
| Q3 2013 | $22,960,000 | +9.5% | 271,358 | +1.2% | 11.74% | -2.9% |
| Q2 2013 | $20,959,000 | – | 268,186 | – | 12.09% | – |
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% |