VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,330 | +4.6% | 8,557 | +8.6% | 0.71% | +12.3% |
| Q2 2023 | $2,228 | +41.6% | 7,876 | +24.9% | 0.64% | +38.9% |
| Q1 2023 | $1,573 | +13.2% | 6,304 | -3.3% | 0.46% | +8.8% |
| Q4 2022 | $1,389 | -99.9% | 6,519 | -21.8% | 0.42% | -27.7% |
| Q3 2022 | $1,783,000 | +18.2% | 8,334 | +23.2% | 0.58% | +29.3% |
| Q2 2022 | $1,509,000 | -22.1% | 6,767 | +0.5% | 0.45% | -11.8% |
| Q1 2022 | $1,937,000 | -7.6% | 6,735 | +3.1% | 0.51% | -6.1% |
| Q4 2021 | $2,096,000 | +26.3% | 6,534 | +14.2% | 0.54% | +15.3% |
| Q3 2021 | $1,660,000 | +58.1% | 5,722 | +56.3% | 0.47% | +55.4% |
| Q2 2021 | $1,050,000 | +16.5% | 3,662 | +4.4% | 0.30% | -5.0% |
| Q1 2021 | $901,000 | – | 3,506 | – | 0.32% | – |
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% |