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 | $319,143 | -3.7% | 1,172 | 0.0% | 0.11% | -0.9% |
| Q2 2023 | $331,543 | +13.5% | 1,172 | +0.1% | 0.11% | +12.5% |
| Q1 2023 | $292,190 | +6.4% | 1,171 | -9.1% | 0.10% | -2.0% |
| Q4 2022 | $274,488 | +3.6% | 1,288 | +4.0% | 0.10% | +2.1% |
| Q3 2022 | $265,000 | -3.6% | 1,238 | +0.5% | 0.10% | +2.1% |
| Q2 2022 | $275,000 | -36.8% | 1,232 | -18.5% | 0.09% | -26.0% |
| Q1 2022 | $435,000 | +27.2% | 1,511 | +41.9% | 0.13% | +29.6% |
| Q4 2021 | $342,000 | +51.3% | 1,065 | +35.3% | 0.10% | +40.0% |
| Q2 2021 | $226,000 | +13.0% | 787 | +0.9% | 0.07% | +4.5% |
| Q1 2021 | $200,000 | – | 780 | – | 0.07% | – |
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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% |