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 | $25,792,324 | -6.1% | 94,717 | -0.7% | 5.16% | -0.9% |
Q2 2023 | $27,460,793 | +17.9% | 95,390 | +0.6% | 5.21% | +7.2% |
Q1 2023 | $23,300,471 | +38.8% | 94,791 | +20.3% | 4.86% | +25.8% |
Q4 2022 | $16,789,937 | -0.3% | 78,785 | +0.1% | 3.86% | -11.2% |
Q3 2022 | $16,844,000 | -3.8% | 78,731 | +0.2% | 4.35% | -1.2% |
Q2 2022 | $17,508,000 | -20.6% | 78,551 | +2.7% | 4.40% | -10.4% |
Q1 2022 | $22,040,000 | +0.5% | 76,480 | +11.9% | 4.91% | -2.1% |
Q4 2021 | $21,931,000 | +13.6% | 68,343 | +2.7% | 5.02% | +10.2% |
Q3 2021 | $19,311,000 | +4.7% | 66,550 | +3.5% | 4.55% | -1.5% |
Q2 2021 | $18,444,000 | +1.4% | 64,306 | -2.3% | 4.62% | -4.4% |
Q1 2021 | $18,198,000 | +1.8% | 65,842 | -5.3% | 4.84% | +17.6% |
Q4 2020 | $17,877,000 | +15.7% | 69,562 | +2.4% | 4.11% | -0.7% |
Q3 2020 | $15,456,000 | +10.7% | 67,904 | -1.7% | 4.14% | -0.3% |
Q2 2020 | $13,959,000 | +63.8% | 69,074 | +27.0% | 4.16% | +24.8% |
Q1 2020 | $8,524,000 | -15.5% | 54,402 | -1.8% | 3.33% | -4.4% |
Q4 2019 | $10,092,000 | -6.8% | 55,401 | -14.9% | 3.48% | -13.9% |
Q3 2019 | $10,826,000 | -7.8% | 65,107 | -9.4% | 4.04% | -5.4% |
Q2 2019 | $11,736,000 | +4.6% | 71,829 | +0.1% | 4.27% | +3.3% |
Q1 2019 | $11,219,000 | +4.0% | 71,726 | -10.7% | 4.13% | -4.5% |
Q4 2018 | $10,787,000 | -8.5% | 80,299 | +9.7% | 4.33% | +1.0% |
Q3 2018 | $11,785,000 | +17.8% | 73,180 | +9.6% | 4.29% | +21.7% |
Q2 2018 | $10,002,000 | +84.3% | 66,763 | +73.1% | 3.52% | +55.8% |
Q1 2018 | $5,426,000 | 0.0% | 38,577 | 0.0% | 2.26% | +11.9% |
Q4 2017 | $5,426,000 | +80.6% | 38,577 | +70.4% | 2.02% | +79.2% |
Q3 2017 | $3,005,000 | +69.5% | 22,634 | +62.2% | 1.13% | +61.0% |
Q2 2017 | $1,773,000 | +12.3% | 13,957 | +7.5% | 0.70% | +17.6% |
Q1 2017 | $1,579,000 | -28.9% | 12,980 | -34.8% | 0.60% | -36.4% |
Q4 2016 | $2,220,000 | +4.3% | 19,914 | +5.0% | 0.94% | +6.6% |
Q3 2016 | $2,129,000 | +4.2% | 18,964 | -0.5% | 0.88% | -18.3% |
Q2 2016 | $2,044,000 | -99.9% | 19,067 | -9.0% | 1.08% | +12.7% |
Q1 2016 | $2,034,350,000 | +80532.2% | 20,949 | -11.7% | 0.95% | -16.9% |
Q4 2015 | $2,523,000 | +9.5% | 23,713 | +3.2% | 1.15% | -33.4% |
Q3 2015 | $2,305,000 | +6.3% | 22,987 | +13.4% | 1.72% | +11.5% |
Q2 2015 | $2,169,000 | -99.9% | 20,263 | +32.7% | 1.55% | +40.5% |
Q1 2015 | $1,597,800,000 | +493048.1% | 15,274 | +391.6% | 1.10% | +362.2% |
Q4 2014 | $324,000 | +0.9% | 3,107 | -3.6% | 0.24% | -6.7% |
Q3 2014 | $321,000 | -99.9% | 3,222 | +7.0% | 0.26% | +10.9% |
Q2 2014 | $297,689,000 | -3.3% | 3,010 | -8.6% | 0.23% | -10.5% |
Q1 2014 | $307,923,000 | – | 3,294 | – | 0.26% | – |
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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% |