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 | $1,930,231 | -5.6% | 7,088 | -1.9% | 0.10% | -6.4% |
| Q2 2023 | $2,044,465 | +13.4% | 7,225 | 0.0% | 0.11% | +8.9% |
| Q1 2023 | $1,802,251 | +14.6% | 7,225 | -2.1% | 0.10% | +8.6% |
| Q4 2022 | $1,573,196 | -0.4% | 7,382 | -0.0% | 0.09% | -11.4% |
| Q3 2022 | $1,580,000 | -4.0% | 7,385 | -0.0% | 0.10% | +1.0% |
| Q2 2022 | $1,646,000 | -22.5% | 7,386 | +0.0% | 0.10% | -24.6% |
| Q1 2022 | $2,124,000 | -10.4% | 7,385 | 0.0% | 0.14% | -8.0% |
| Q4 2021 | $2,370,000 | +14.2% | 7,385 | +3.3% | 0.15% | +4.9% |
| Q3 2021 | $2,075,000 | +2.1% | 7,150 | +0.9% | 0.14% | -10.1% |
| Q2 2021 | $2,033,000 | +8.7% | 7,088 | -2.6% | 0.16% | -61.4% |
| Q1 2021 | $1,870,000 | -0.4% | 7,277 | -1.8% | 0.41% | -10.8% |
| Q4 2020 | $1,877,000 | +15.4% | 7,410 | +3.7% | 0.46% | -6.5% |
| Q3 2020 | $1,627,000 | +16.0% | 7,147 | +3.0% | 0.49% | +17.1% |
| Q2 2020 | $1,402,000 | +26.2% | 6,937 | -2.1% | 0.42% | -1.9% |
| Q1 2020 | $1,111,000 | -14.7% | 7,087 | -0.9% | 0.43% | +7.8% |
| Q4 2019 | $1,303,000 | +29.5% | 7,151 | +18.2% | 0.40% | +3.9% |
| Q3 2019 | $1,006,000 | +10.7% | 6,049 | +8.8% | 0.38% | +6.7% |
| Q2 2019 | $909,000 | +4.5% | 5,561 | 0.0% | 0.36% | +9.4% |
| Q1 2019 | $870,000 | +18.4% | 5,561 | +1.7% | 0.33% | -1.5% |
| Q4 2018 | $735,000 | -16.6% | 5,470 | 0.0% | 0.33% | -3.7% |
| Q3 2018 | $881,000 | +7.6% | 5,470 | 0.0% | 0.35% | +6.1% |
| Q2 2018 | $819,000 | +5.7% | 5,470 | 0.0% | 0.33% | +31.9% |
| Q1 2018 | $775,000 | +0.6% | 5,470 | 0.0% | 0.25% | -1.2% |
| Q4 2017 | $770,000 | +6.1% | 5,470 | 0.0% | 0.25% | +17.3% |
| Q3 2017 | $726,000 | +4.3% | 5,470 | 0.0% | 0.21% | +3.4% |
| Q2 2017 | $696,000 | +4.3% | 5,470 | 0.0% | 0.21% | +6.2% |
| Q1 2017 | $667,000 | +10.6% | 5,470 | +1.2% | 0.20% | +13.4% |
| Q4 2016 | $603,000 | +53.4% | 5,406 | +46.3% | 0.17% | -63.4% |
| Q4 2015 | $393,000 | -2.7% | 3,696 | -8.9% | 0.47% | +10.6% |
| Q3 2014 | $404,000 | +10.4% | 4,056 | +9.7% | 0.42% | +29.2% |
| Q2 2014 | $366,000 | +2.5% | 3,696 | -3.1% | 0.33% | +36.0% |
| Q1 2014 | $357,000 | – | 3,813 | – | 0.24% | – |
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% |