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 | $107,322 | -3.3% | 394,117 | +0.5% | 5.57% | +0.7% |
| Q2 2023 | $110,949 | +12.2% | 392,104 | -1.1% | 5.54% | +15.0% |
| Q1 2023 | $98,917 | +9.7% | 396,556 | -5.9% | 4.81% | -14.1% |
| Q4 2022 | $90,138 | -99.9% | 421,306 | 0.0% | 5.60% | +0.1% |
| Q3 2022 | $90,138,000 | +11.9% | 421,306 | +16.6% | 5.60% | +23.9% |
| Q2 2022 | $80,567,000 | -24.3% | 361,465 | -2.3% | 4.52% | -17.2% |
| Q1 2022 | $106,391,000 | +15.1% | 369,929 | +28.5% | 5.46% | +19.7% |
| Q4 2021 | $92,410,000 | +24.8% | 287,973 | +12.9% | 4.56% | +5.8% |
| Q3 2021 | $74,040,000 | -14.0% | 255,162 | -15.0% | 4.31% | -21.7% |
| Q2 2021 | $86,089,000 | +16.1% | 300,163 | +4.1% | 5.50% | +6.8% |
| Q1 2021 | $74,126,000 | +4.4% | 288,383 | +2.9% | 5.15% | -2.4% |
| Q4 2020 | $70,971,000 | +15.4% | 280,143 | +3.7% | 5.28% | +0.4% |
| Q3 2020 | $61,507,000 | +10.0% | 270,118 | -2.3% | 5.26% | +6.5% |
| Q2 2020 | $55,892,000 | +77.9% | 276,570 | +37.9% | 4.94% | +47.5% |
| Q1 2020 | $31,419,000 | +105.0% | 200,520 | +138.3% | 3.35% | +145.1% |
| Q4 2019 | $15,329,000 | +41.1% | 84,148 | +28.8% | 1.37% | +23.4% |
| Q3 2019 | $10,867,000 | +8.2% | 65,356 | +6.6% | 1.11% | +3.6% |
| Q2 2019 | $10,046,000 | +18.4% | 61,330 | +13.4% | 1.07% | +11.8% |
| Q1 2019 | $8,485,000 | +41.6% | 54,098 | +21.3% | 0.96% | +10.6% |
| Q4 2018 | $5,993,000 | +1966.6% | 44,615 | +2370.4% | 0.86% | +1442.9% |
| Q3 2018 | $290,000 | +7.4% | 1,806 | 0.0% | 0.06% | -5.1% |
| Q2 2018 | $270,000 | +5.5% | 1,806 | 0.0% | 0.06% | +1.7% |
| Q1 2018 | $256,000 | +10.8% | 1,806 | +9.9% | 0.06% | +7.4% |
| Q4 2017 | $231,000 | +6.0% | 1,644 | 0.0% | 0.05% | -11.5% |
| Q3 2017 | $218,000 | +4.8% | 1,644 | 0.0% | 0.06% | -7.6% |
| Q2 2017 | $208,000 | +4.0% | 1,644 | 0.0% | 0.07% | +32.0% |
| Q1 2017 | $200,000 | – | 1,644 | – | 0.05% | – |
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% |