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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $896,178 | +11.3% | 2,883 | -2.5% | 0.03% | -6.1% |
| Q3 2023 | $805,143 | +54.6% | 2,957 | +60.7% | 0.03% | +50.0% |
| Q2 2023 | $520,646 | +11.3% | 1,840 | -1.9% | 0.02% | 0.0% |
| Q1 2023 | $467,700 | +18.5% | 1,875 | +1.2% | 0.02% | +10.0% |
| Q4 2022 | $394,680 | +73.1% | 1,852 | +74.1% | 0.02% | +53.8% |
| Q3 2022 | $228,000 | -22.7% | 1,064 | -19.6% | 0.01% | -27.8% |
| Q2 2022 | $295,000 | +22.9% | 1,323 | +58.8% | 0.02% | +63.6% |
| Q1 2022 | $240,000 | +7.6% | 833 | -39.8% | 0.01% | -77.6% |
| Q3 2018 | $223,000 | – | 1,383 | – | 0.05% | – |
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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% |