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 | $8,469 | -3.9% | 31,100 | -0.2% | 1.30% | -1.5% |
Q2 2023 | $8,816 | +13.2% | 31,157 | -0.2% | 1.32% | +2.9% |
Q1 2023 | $7,790 | +17.1% | 31,230 | 0.0% | 1.28% | +10.7% |
Q4 2022 | $6,655 | -99.9% | 31,230 | +7.2% | 1.16% | -4.8% |
Q3 2022 | $6,235,000 | -4.1% | 29,141 | -0.1% | 1.21% | -0.3% |
Q2 2022 | $6,502,000 | -22.7% | 29,171 | -0.3% | 1.22% | -12.9% |
Q1 2022 | $8,413,000 | -11.9% | 29,251 | -1.7% | 1.40% | -9.2% |
Q4 2021 | $9,546,000 | +10.9% | 29,748 | +0.3% | 1.54% | +0.3% |
Q3 2021 | $8,605,000 | -1.0% | 29,654 | -2.2% | 1.54% | -1.5% |
Q2 2021 | $8,693,000 | +12.3% | 30,309 | +0.6% | 1.56% | +9.8% |
Q1 2021 | $7,743,000 | -0.8% | 30,124 | -2.2% | 1.42% | -17.5% |
Q4 2020 | $7,806,000 | +11.6% | 30,813 | +0.3% | 1.72% | -1.3% |
Q3 2020 | $6,995,000 | +14.2% | 30,731 | +1.4% | 1.74% | +7.9% |
Q2 2020 | $6,126,000 | +25.1% | 30,312 | -3.0% | 1.62% | +5.3% |
Q1 2020 | $4,898,000 | -12.6% | 31,262 | +1.7% | 1.54% | +7.5% |
Q4 2019 | $5,602,000 | +9.8% | 30,751 | +0.2% | 1.43% | +1.1% |
Q3 2019 | $5,102,000 | +1.8% | 30,685 | 0.0% | 1.41% | -0.4% |
Q2 2019 | $5,014,000 | -3.7% | 30,685 | -7.9% | 1.42% | +0.6% |
Q1 2019 | $5,209,000 | +16.5% | 33,302 | 0.0% | 1.41% | +6.7% |
Q4 2018 | $4,473,000 | -14.1% | 33,302 | +2.9% | 1.32% | -10.2% |
Q3 2018 | $5,210,000 | +8.6% | 32,352 | +1.0% | 1.47% | -1.9% |
Q2 2018 | $4,799,000 | +4.5% | 32,033 | -1.0% | 1.50% | +0.9% |
Q1 2018 | $4,591,000 | +0.9% | 32,356 | 0.0% | 1.49% | -1.1% |
Q4 2017 | $4,551,000 | +6.0% | 32,356 | 0.0% | 1.50% | -0.3% |
Q3 2017 | $4,295,000 | +5.0% | 32,356 | +0.5% | 1.51% | +0.1% |
Q2 2017 | $4,091,000 | +4.4% | 32,200 | 0.0% | 1.50% | -0.3% |
Q1 2017 | $3,917,000 | +9.1% | 32,200 | 0.0% | 1.51% | +1.8% |
Q4 2016 | $3,590,000 | -0.7% | 32,200 | 0.0% | 1.48% | -6.7% |
Q3 2016 | $3,616,000 | +4.8% | 32,200 | 0.0% | 1.59% | -2.0% |
Q2 2016 | $3,452,000 | -2.1% | 32,200 | -2.8% | 1.62% | -7.6% |
Q1 2016 | $3,527,000 | -4.8% | 33,129 | -4.8% | 1.76% | -9.0% |
Q4 2015 | $3,704,000 | +11.9% | 34,817 | +5.5% | 1.93% | +5.8% |
Q3 2015 | $3,309,000 | -10.3% | 32,993 | -4.3% | 1.82% | -4.5% |
Q2 2015 | $3,689,000 | +3.0% | 34,459 | +0.7% | 1.91% | +2.9% |
Q1 2015 | $3,581,000 | +0.5% | 34,230 | +0.3% | 1.86% | -4.3% |
Q4 2014 | $3,563,000 | +5.4% | 34,133 | +0.6% | 1.94% | +0.9% |
Q3 2014 | $3,380,000 | +1.3% | 33,919 | +0.5% | 1.92% | +2.8% |
Q2 2014 | $3,337,000 | +5.5% | 33,744 | -0.3% | 1.87% | +0.6% |
Q1 2014 | $3,164,000 | +6.1% | 33,852 | +5.6% | 1.86% | -6.1% |
Q4 2013 | $2,982,000 | – | 32,042 | – | 1.98% | – |
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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% |