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 | $615,421 | -3.8% | 2,260 | 0.0% | 0.20% | +67.2% |
| Q2 2023 | $639,490 | +32.8% | 2,260 | 0.0% | 0.12% | +15.5% |
| Q1 2023 | $481,629 | 0.0% | 2,260 | 0.0% | 0.10% | +35.5% |
| Q4 2022 | $481,629 | -17.1% | 2,260 | -16.8% | 0.08% | -60.4% |
| Q3 2022 | $581,000 | -2.4% | 2,716 | +1.7% | 0.19% | +6.1% |
| Q2 2022 | $595,000 | -22.5% | 2,670 | 0.0% | 0.18% | -20.6% |
| Q1 2022 | $768,000 | +36.4% | 2,670 | +52.1% | 0.23% | +34.9% |
| Q4 2021 | $563,000 | +10.6% | 1,755 | 0.0% | 0.17% | +5.0% |
| Q3 2021 | $509,000 | -10.1% | 1,755 | -11.1% | 0.16% | -5.3% |
| Q2 2021 | $566,000 | +11.4% | 1,975 | 0.0% | 0.17% | -3.4% |
| Q1 2021 | $508,000 | -29.1% | 1,975 | -30.1% | 0.18% | -23.8% |
| Q4 2020 | $716,000 | +11.4% | 2,825 | 0.0% | 0.23% | -7.6% |
| Q3 2020 | $643,000 | +10.9% | 2,825 | -1.6% | 0.25% | +0.4% |
| Q2 2020 | $580,000 | +28.9% | 2,870 | 0.0% | 0.25% | +8.7% |
| Q1 2020 | $450,000 | -22.0% | 2,870 | -9.4% | 0.23% | -7.7% |
| Q4 2019 | $577,000 | – | 3,169 | – | 0.25% | – |
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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% |