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 | $157,395 | -0.3% | 578 | +3.6% | 0.02% | 0.0% |
| Q2 2023 | $157,892 | +13.4% | 558 | 0.0% | 0.02% | +4.5% |
| Q1 2023 | $139,188 | +17.0% | 558 | 0.0% | 0.02% | +4.8% |
| Q4 2022 | $118,915 | -0.1% | 558 | 0.0% | 0.02% | -8.7% |
| Q3 2022 | $119,000 | -4.0% | 558 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $124,000 | -34.4% | 558 | -15.2% | 0.02% | -31.4% |
| Q1 2022 | $189,000 | -10.4% | 658 | 0.0% | 0.04% | -10.3% |
| Q4 2021 | $211,000 | +10.5% | 658 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $191,000 | +1.1% | 658 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $189,000 | +8.6% | 658 | -2.9% | 0.04% | +2.6% |
| Q1 2021 | $174,000 | +19.2% | 678 | +17.3% | 0.04% | +15.2% |
| Q4 2020 | $146,000 | +10.6% | 578 | 0.0% | 0.03% | +3.1% |
| Q3 2020 | $132,000 | +16.8% | 578 | +3.6% | 0.03% | +10.3% |
| Q2 2020 | $113,000 | +135.4% | 558 | +82.4% | 0.03% | +107.1% |
| Q1 2020 | $48,000 | -14.3% | 306 | 0.0% | 0.01% | +7.7% |
| Q4 2019 | $56,000 | +9.8% | 306 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $51,000 | +2.0% | 306 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $50,000 | +4.2% | 306 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $48,000 | +17.1% | 306 | 0.0% | 0.01% | +18.2% |
| Q4 2018 | $41,000 | -16.3% | 306 | 0.0% | 0.01% | -15.4% |
| Q3 2018 | $49,000 | +6.5% | 306 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $46,000 | +7.0% | 306 | 0.0% | 0.01% | +8.3% |
| Q1 2018 | $43,000 | 0.0% | 306 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $43,000 | +4.9% | 306 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $41,000 | +5.1% | 306 | 0.0% | 0.01% | -7.7% |
| Q2 2017 | $39,000 | +5.4% | 306 | 0.0% | 0.01% | +8.3% |
| Q1 2017 | $37,000 | +8.8% | 306 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $34,000 | +325.0% | 306 | +350.0% | 0.01% | +300.0% |
| Q3 2016 | $8,000 | +14.3% | 68 | 0.0% | 0.00% | +50.0% |
| Q2 2016 | $7,000 | 0.0% | 68 | 0.0% | 0.00% | -33.3% |
| Q1 2016 | $7,000 | – | 68 | – | 0.00% | – |
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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% |