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 | $27,989,430 | +3.3% | 102,785 | +7.3% | 3.49% | +0.8% |
| Q2 2023 | $27,095,735 | +57.3% | 95,758 | +38.7% | 3.46% | +51.7% |
| Q1 2023 | $17,224,478 | +20.5% | 69,053 | +2.9% | 2.28% | +15.2% |
| Q4 2022 | $14,299,087 | +7.7% | 67,097 | +8.1% | 1.98% | -5.5% |
| Q3 2022 | $13,280,000 | -2.9% | 62,073 | +1.2% | 2.10% | +1.2% |
| Q2 2022 | $13,677,000 | -18.1% | 61,364 | +5.6% | 2.07% | -7.0% |
| Q1 2022 | $16,709,000 | -17.4% | 58,098 | -7.8% | 2.23% | -13.2% |
| Q4 2021 | $20,230,000 | -4.8% | 63,042 | -13.9% | 2.56% | -11.7% |
| Q3 2021 | $21,253,000 | +33.2% | 73,245 | +31.7% | 2.91% | +33.6% |
| Q2 2021 | $15,956,000 | -38.0% | 55,631 | -45.3% | 2.18% | -42.9% |
| Q4 2020 | $25,742,000 | +11.3% | 101,610 | -0.0% | 3.81% | -2.3% |
| Q3 2020 | $23,132,000 | +12.9% | 101,629 | +0.3% | 3.90% | +7.0% |
| Q2 2020 | $20,480,000 | +25.2% | 101,342 | -3.0% | 3.65% | -3.3% |
| Q1 2020 | $16,363,000 | +23.2% | 104,430 | +43.2% | 3.77% | -1.1% |
| Q4 2019 | $13,284,000 | +7.5% | 72,922 | -1.9% | 3.81% | +2.3% |
| Q3 2019 | $12,362,000 | +3.7% | 74,347 | +1.9% | 3.73% | -6.0% |
| Q2 2019 | $11,922,000 | +24.8% | 72,967 | +2.6% | 3.97% | +4.5% |
| Q4 2018 | $9,554,000 | -29.3% | 71,122 | -15.2% | 3.80% | -30.2% |
| Q3 2018 | $13,508,000 | -10.4% | 83,878 | -16.7% | 5.44% | -17.8% |
| Q2 2018 | $15,077,000 | +23.5% | 100,641 | +17.0% | 6.62% | +4.4% |
| Q1 2018 | $12,207,000 | -10.5% | 86,042 | -11.3% | 6.34% | +7.1% |
| Q4 2017 | $13,644,000 | +12.6% | 97,011 | +6.2% | 5.92% | +1.6% |
| Q3 2017 | $12,121,000 | +21.1% | 91,309 | +14.9% | 5.82% | +21.7% |
| Q2 2017 | $10,005,000 | +9.4% | 79,465 | +5.7% | 4.78% | +8.8% |
| Q1 2017 | $9,146,000 | +16.2% | 75,178 | +6.5% | 4.40% | +11.6% |
| Q4 2016 | $7,871,000 | – | 70,605 | – | 3.94% | – |
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% |