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 | $86,821,549 | +7.9% | 318,833 | +12.2% | 1.43% | +9.0% |
| Q2 2023 | $80,435,467 | +19.8% | 284,264 | +5.7% | 1.32% | +14.1% |
| Q1 2023 | $67,114,385 | -14.0% | 269,060 | -26.6% | 1.15% | -18.9% |
| Q4 2022 | $78,083,345 | +104.9% | 366,399 | +105.7% | 1.42% | +78.3% |
| Q3 2022 | $38,117,000 | +105.5% | 178,159 | +114.1% | 0.80% | +105.4% |
| Q2 2022 | $18,548,000 | -0.5% | 83,215 | +28.4% | 0.39% | -7.4% |
| Q1 2022 | $18,644,000 | +14.9% | 64,826 | +28.2% | 0.42% | +16.7% |
| Q4 2021 | $16,227,000 | +8.2% | 50,566 | -2.2% | 0.36% | +15.4% |
| Q3 2021 | $15,003,000 | +2.6% | 51,704 | +1.4% | 0.31% | -19.0% |
| Q2 2021 | $14,624,000 | +7.5% | 50,987 | -3.7% | 0.38% | +18.9% |
| Q1 2021 | $13,609,000 | +5.7% | 52,945 | +4.1% | 0.32% | -15.7% |
| Q4 2020 | $12,880,000 | +151.6% | 50,842 | +126.1% | 0.38% | +26.0% |
| Q3 2020 | $5,119,000 | +26.2% | 22,489 | +12.1% | 0.30% | +7.8% |
| Q2 2020 | $4,055,000 | -5.1% | 20,067 | -26.5% | 0.28% | +57.5% |
| Q1 2020 | $4,275,000 | – | 27,284 | – | 0.18% | – |
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% |