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 | $9,276,422 | +8.7% | 34,065 | +12.9% | 0.20% | +3.6% |
| Q2 2023 | $8,534,535 | +43.9% | 30,161 | +26.8% | 0.19% | +22.2% |
| Q1 2023 | $5,931,349 | -43.1% | 23,778 | -51.4% | 0.16% | -40.2% |
| Q4 2022 | $10,432,020 | +0.9% | 48,951 | +1.3% | 0.26% | -8.7% |
| Q3 2022 | $10,335,000 | -13.8% | 48,307 | -10.2% | 0.29% | -4.3% |
| Q2 2022 | $11,984,000 | -26.8% | 53,768 | -5.6% | 0.30% | -17.5% |
| Q1 2022 | $16,375,000 | -31.5% | 56,938 | -23.6% | 0.37% | -30.8% |
| Q4 2021 | $23,902,000 | +16.4% | 74,482 | +5.3% | 0.53% | +1.1% |
| Q3 2021 | $20,526,000 | -1.0% | 70,736 | -2.2% | 0.52% | +1.4% |
| Q2 2021 | $20,742,000 | +12.5% | 72,318 | +0.9% | 0.52% | +1.2% |
| Q1 2021 | $18,431,000 | +0.7% | 71,706 | -0.7% | 0.51% | -6.1% |
| Q4 2020 | $18,295,000 | +15.9% | 72,214 | +4.2% | 0.54% | +4.8% |
| Q3 2020 | $15,781,000 | +18.2% | 69,334 | +5.0% | 0.52% | +9.1% |
| Q2 2020 | $13,349,000 | +43.8% | 66,054 | +11.5% | 0.48% | +11.8% |
| Q1 2020 | $9,281,000 | +54.8% | 59,231 | +80.0% | 0.42% | +80.9% |
| Q4 2019 | $5,994,000 | +65.3% | 32,901 | +50.8% | 0.24% | +49.7% |
| Q3 2019 | $3,627,000 | +54.3% | 21,815 | +51.7% | 0.16% | +53.9% |
| Q2 2019 | $2,350,000 | -9.2% | 14,381 | -13.1% | 0.10% | -12.1% |
| Q1 2019 | $2,587,000 | +35.2% | 16,542 | +16.1% | 0.12% | +17.2% |
| Q4 2018 | $1,913,000 | -26.7% | 14,242 | -12.2% | 0.10% | -15.4% |
| Q3 2018 | $2,611,000 | +7.6% | 16,212 | +0.1% | 0.12% | +8.3% |
| Q2 2018 | $2,426,000 | -28.0% | 16,192 | -31.8% | 0.11% | -23.9% |
| Q1 2018 | $3,369,000 | +31.5% | 23,743 | +30.4% | 0.14% | +23.5% |
| Q4 2017 | $2,562,000 | -11.6% | 18,213 | -16.6% | 0.12% | -16.1% |
| Q3 2017 | $2,898,000 | +18.3% | 21,829 | +13.3% | 0.14% | +8.7% |
| Q2 2017 | $2,449,000 | +14.7% | 19,275 | +9.8% | 0.13% | +4.1% |
| Q1 2017 | $2,135,000 | +58.5% | 17,548 | +45.2% | 0.12% | +44.0% |
| Q4 2016 | $1,347,000 | +43.8% | 12,084 | +44.8% | 0.08% | +33.3% |
| Q3 2016 | $937,000 | -4.1% | 8,343 | -8.4% | 0.06% | -12.5% |
| Q2 2016 | $977,000 | +17.0% | 9,110 | +16.1% | 0.07% | 0.0% |
| Q1 2016 | $835,000 | +57.3% | 7,848 | +57.3% | 0.07% | +63.6% |
| Q4 2015 | $531,000 | +3.9% | 4,989 | -2.0% | 0.04% | -31.2% |
| Q3 2015 | $511,000 | -39.2% | 5,093 | -35.2% | 0.06% | -40.7% |
| Q2 2015 | $841,000 | -86.2% | 7,859 | -86.6% | 0.11% | -85.1% |
| Q1 2015 | $6,114,000 | -51.1% | 58,445 | -51.2% | 0.73% | -67.7% |
| Q4 2014 | $12,509,000 | -33.7% | 119,826 | -36.7% | 2.25% | -49.1% |
| Q3 2014 | $18,854,000 | +393.3% | 189,162 | +389.5% | 4.42% | +246.8% |
| Q2 2014 | $3,822,000 | – | 38,644 | – | 1.28% | – |
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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% |