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 | $1,226,339 | -8.2% | 4,503 | -4.7% | 0.51% | -9.0% |
| Q2 2023 | $1,336,364 | +13.2% | 4,723 | -0.2% | 0.56% | +4.8% |
| Q1 2023 | $1,180,101 | +15.1% | 4,731 | -1.7% | 0.54% | +10.5% |
| Q4 2022 | $1,025,485 | +10.1% | 4,812 | +10.6% | 0.49% | -1.4% |
| Q3 2022 | $931,000 | -2.0% | 4,351 | +2.1% | 0.49% | -7.7% |
| Q2 2022 | $950,000 | +9.1% | 4,261 | +40.6% | 0.54% | +26.2% |
| Q1 2022 | $871,000 | +714.0% | 3,030 | +807.2% | 0.42% | +685.2% |
| Q4 2021 | $107,000 | +30.5% | 334 | +18.0% | 0.05% | +10.2% |
| Q3 2021 | $82,000 | -3.5% | 283 | -4.1% | 0.05% | -10.9% |
| Q2 2021 | $85,000 | – | 295 | – | 0.06% | – |
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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% |