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 | $15,249 | +73.3% | 56 | +69.7% | 0.01% | +66.7% |
| Q2 2023 | $8,799 | +6.9% | 33 | 0.0% | 0.01% | +20.0% |
| Q1 2023 | $8,232 | +17.0% | 33 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $7,033 | +0.5% | 33 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $7,000 | 0.0% | 33 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $7,000 | -22.2% | 33 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $9,000 | -47.1% | 33 | -37.7% | 0.01% | -50.0% |
| Q4 2021 | $17,000 | -19.0% | 53 | -25.4% | 0.01% | -23.1% |
| Q3 2021 | $21,000 | +5.0% | 71 | 0.0% | 0.01% | +8.3% |
| Q2 2021 | $20,000 | +11.1% | 71 | 0.0% | 0.01% | +9.1% |
| Q1 2021 | $18,000 | 0.0% | 71 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $18,000 | -21.7% | 71 | -29.7% | 0.01% | -29.4% |
| Q3 2020 | $23,000 | +15.0% | 101 | 0.0% | 0.02% | +13.3% |
| Q2 2020 | $20,000 | +25.0% | 101 | 0.0% | 0.02% | +7.1% |
| Q1 2020 | $16,000 | -11.1% | 101 | 0.0% | 0.01% | +7.7% |
| Q4 2019 | $18,000 | +5.9% | 101 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $17,000 | 0.0% | 101 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $17,000 | +6.2% | 101 | 0.0% | 0.01% | +8.3% |
| Q1 2019 | $16,000 | – | 101 | – | 0.01% | – |
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% |