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 | $22,201,011 | +9.6% | 81,528 | +13.9% | 0.60% | +10.4% |
| Q2 2023 | $20,259,243 | +2.1% | 71,598 | -10.0% | 0.54% | -1.8% |
| Q1 2023 | $19,842,519 | +114.1% | 79,548 | +82.9% | 0.55% | +93.7% |
| Q4 2022 | $9,269,235 | +23.7% | 43,495 | +24.2% | 0.28% | +7.2% |
| Q3 2022 | $7,495,000 | +23.8% | 35,034 | +28.9% | 0.26% | +28.0% |
| Q2 2022 | $6,056,000 | -21.4% | 27,172 | +1.5% | 0.21% | -8.8% |
| Q1 2022 | $7,703,000 | -6.3% | 26,783 | +4.5% | 0.23% | -4.2% |
| Q4 2021 | $8,221,000 | +21.9% | 25,619 | +10.2% | 0.24% | +10.2% |
| Q3 2021 | $6,746,000 | +2.8% | 23,249 | +1.7% | 0.22% | +3.9% |
| Q2 2021 | $6,560,000 | +13.5% | 22,871 | +1.7% | 0.21% | -3.7% |
| Q1 2021 | $5,782,000 | +1.3% | 22,495 | -0.2% | 0.22% | -6.1% |
| Q4 2020 | $5,709,000 | +0.7% | 22,534 | -9.6% | 0.23% | -14.2% |
| Q3 2020 | $5,672,000 | +5.0% | 24,920 | -6.8% | 0.27% | -10.1% |
| Q2 2020 | $5,404,000 | +21.0% | 26,742 | -6.2% | 0.30% | +1.7% |
| Q1 2020 | $4,466,000 | -12.8% | 28,500 | +1.4% | 0.29% | +8.6% |
| Q4 2019 | $5,122,000 | +2.0% | 28,120 | -8.5% | 0.27% | -12.7% |
| Q3 2019 | $5,022,000 | 0.0% | 30,735 | 0.0% | 0.31% | 0.0% |
| Q2 2019 | $5,022,000 | +16.7% | 30,735 | +11.7% | 0.31% | +2.0% |
| Q1 2019 | $4,303,000 | +41.4% | 27,511 | +21.5% | 0.30% | +13.5% |
| Q4 2018 | $3,043,000 | -3.9% | 22,649 | +15.2% | 0.27% | +15.2% |
| Q3 2018 | $3,165,000 | +3.6% | 19,655 | +0.5% | 0.23% | -0.9% |
| Q2 2018 | $3,054,000 | +18.6% | 19,561 | +7.8% | 0.23% | +13.1% |
| Q1 2018 | $2,574,000 | +17.7% | 18,143 | +16.7% | 0.21% | +7.9% |
| Q4 2017 | $2,187,000 | +12.8% | 15,548 | +6.4% | 0.19% | -14.0% |
| Q3 2017 | $1,939,000 | +9.1% | 14,608 | +4.4% | 0.22% | -4.3% |
| Q2 2017 | $1,777,000 | +14.6% | 13,988 | +9.7% | 0.23% | +3.1% |
| Q1 2017 | $1,551,000 | +22.3% | 12,750 | +13.0% | 0.22% | -5.5% |
| Q3 2016 | $1,268,000 | +17.1% | 11,288 | +11.8% | 0.24% | -3.3% |
| Q2 2016 | $1,083,000 | +5.7% | 10,101 | +4.9% | 0.25% | -12.1% |
| Q1 2016 | $1,025,000 | +123.3% | 9,627 | +123.2% | 0.28% | +89.2% |
| Q4 2015 | $459,000 | +198.1% | 4,314 | +181.6% | 0.15% | +221.7% |
| Q3 2015 | $154,000 | +129.9% | 1,532 | +147.5% | 0.05% | +130.0% |
| Q2 2015 | $67,000 | +24.1% | 619 | +23.1% | 0.02% | +33.3% |
| Q1 2015 | $54,000 | – | 503 | – | 0.02% | – |
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% |