VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,645,969 | -3.3% | 123,558 | +0.5% | 6.56% | -1.5% |
| Q2 2023 | $34,778,233 | +18.8% | 122,909 | +4.7% | 6.66% | +13.5% |
| Q1 2023 | $29,283,041 | +17.8% | 117,395 | +0.7% | 5.87% | +11.6% |
| Q4 2022 | $24,848,225 | -4.2% | 116,598 | -3.9% | 5.26% | -10.0% |
| Q3 2022 | $25,949,000 | -2.8% | 121,287 | +1.2% | 5.85% | -0.2% |
| Q2 2022 | $26,710,000 | -18.2% | 119,834 | +5.5% | 5.86% | -12.3% |
| Q1 2022 | $32,663,000 | -7.0% | 113,570 | +3.8% | 6.69% | -9.6% |
| Q4 2021 | $35,105,000 | +12.4% | 109,396 | +1.6% | 7.40% | +3.0% |
| Q3 2021 | $31,233,000 | +5.0% | 107,637 | +3.8% | 7.18% | -2.0% |
| Q2 2021 | $29,755,000 | +16.8% | 103,746 | +4.7% | 7.33% | +8.6% |
| Q1 2021 | $25,478,000 | +6.0% | 99,122 | +4.5% | 6.75% | -0.1% |
| Q4 2020 | $24,026,000 | +12.5% | 94,837 | +1.1% | 6.76% | -7.8% |
| Q3 2020 | $21,357,000 | +15.2% | 93,830 | +2.3% | 7.34% | +0.9% |
| Q2 2020 | $18,534,000 | +29.3% | 91,712 | +0.2% | 7.28% | +2.8% |
| Q1 2020 | $14,337,000 | -8.1% | 91,501 | +6.9% | 7.08% | +34.4% |
| Q4 2019 | $15,595,000 | +7.9% | 85,608 | -1.5% | 5.26% | -16.8% |
| Q3 2019 | $14,451,000 | -1.4% | 86,910 | -3.1% | 6.33% | +0.0% |
| Q2 2019 | $14,655,000 | +2.4% | 89,691 | -2.0% | 6.33% | -0.2% |
| Q1 2019 | $14,317,000 | +15.1% | 91,529 | -1.1% | 6.34% | +2.1% |
| Q4 2018 | $12,435,000 | -15.7% | 92,570 | +1.0% | 6.21% | -0.8% |
| Q3 2018 | $14,756,000 | +2.1% | 91,627 | -5.0% | 6.26% | -8.1% |
| Q2 2018 | $14,447,000 | +6.2% | 96,434 | +0.5% | 6.80% | +2.3% |
| Q1 2018 | $13,608,000 | -60.4% | 95,913 | -60.7% | 6.65% | -60.1% |
| Q4 2017 | $34,326,000 | +5.0% | 244,053 | -0.9% | 16.67% | +0.5% |
| Q3 2017 | $32,706,000 | +6.9% | 246,376 | +2.3% | 16.59% | -0.1% |
| Q2 2017 | $30,599,000 | +4.9% | 240,864 | +0.5% | 16.61% | +0.7% |
| Q1 2017 | $29,159,000 | +17.5% | 239,676 | +7.6% | 16.50% | +4.8% |
| Q4 2016 | $24,825,000 | +1.9% | 222,687 | +2.6% | 15.74% | -0.4% |
| Q3 2016 | $24,363,000 | +4.4% | 216,966 | -0.3% | 15.80% | +3.6% |
| Q2 2016 | $23,331,000 | +5.5% | 217,643 | +4.7% | 15.25% | -1.7% |
| Q1 2016 | $22,122,000 | +3.4% | 207,812 | +3.3% | 15.50% | -1.2% |
| Q4 2015 | $21,393,000 | +6.1% | 201,082 | +0.0% | 15.70% | -1.4% |
| Q3 2015 | $20,160,000 | -1.4% | 201,013 | +5.2% | 15.92% | +5.2% |
| Q2 2015 | $20,456,000 | +11.6% | 191,084 | +9.1% | 15.13% | +2.6% |
| Q1 2015 | $18,325,000 | +48.8% | 175,172 | +48.5% | 14.75% | +29.2% |
| Q4 2014 | $12,318,000 | – | 117,998 | – | 11.42% | – |
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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% |