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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $870,093 | +9.7% | 3,075 | -3.3% | 0.14% | -2.7% |
Q1 2023 | $792,990 | +11.2% | 3,179 | -5.0% | 0.15% | +0.7% |
Q4 2022 | $713,280 | -84.2% | 3,347 | -84.1% | 0.15% | -83.6% |
Q3 2022 | $4,514,000 | +4.5% | 21,100 | +8.9% | 0.90% | +10.9% |
Q2 2022 | $4,318,000 | -51.0% | 19,372 | -36.7% | 0.81% | -42.3% |
Q1 2022 | $8,807,000 | +14.2% | 30,623 | +27.5% | 1.41% | +24.8% |
Q4 2021 | $7,709,000 | +82.7% | 24,023 | +65.2% | 1.13% | +73.0% |
Q3 2021 | $4,219,000 | +4.8% | 14,540 | +3.6% | 0.65% | +1.9% |
Q2 2021 | $4,025,000 | +413.4% | 14,028 | +359.5% | 0.64% | +345.1% |
Q1 2021 | $784,000 | +11.0% | 3,053 | +9.5% | 0.14% | -1.4% |
Q4 2020 | $706,000 | +12.2% | 2,787 | -10.4% | 0.15% | -10.4% |
Q2 2020 | $629,000 | -0.6% | 3,110 | -23.0% | 0.16% | -17.7% |
Q1 2020 | $633,000 | +59.8% | 4,040 | +69.5% | 0.20% | +39.4% |
Q4 2019 | $396,000 | 0.0% | 2,384 | 0.0% | 0.14% | +0.7% |
Q3 2019 | $396,000 | 0.0% | 2,384 | -1.9% | 0.14% | -6.0% |
Q2 2019 | $396,000 | +1.5% | 2,429 | +0.5% | 0.15% | -4.5% |
Q1 2019 | $390,000 | +15.4% | 2,417 | -0.8% | 0.16% | -8.7% |
Q4 2018 | $338,000 | -13.3% | 2,436 | 0.0% | 0.17% | -4.4% |
Q3 2018 | $390,000 | +7.4% | 2,436 | +3.5% | 0.18% | -11.3% |
Q2 2018 | $363,000 | +12.7% | 2,354 | +1.3% | 0.20% | +18.0% |
Q1 2018 | $322,000 | -5.6% | 2,324 | 0.0% | 0.17% | 0.0% |
Q4 2017 | $341,000 | +7.9% | 2,324 | -2.2% | 0.17% | +7.5% |
Q3 2017 | $316,000 | +2.9% | 2,377 | -1.5% | 0.16% | +11.1% |
Q2 2017 | $307,000 | +3.7% | 2,414 | -1.4% | 0.14% | -20.9% |
Q1 2017 | $296,000 | +8.0% | 2,448 | 0.0% | 0.18% | -9.5% |
Q4 2016 | $274,000 | -0.7% | 2,448 | 0.0% | 0.20% | -9.9% |
Q3 2016 | $276,000 | +2.2% | 2,448 | -2.9% | 0.22% | +0.9% |
Q2 2016 | $270,000 | +0.4% | 2,520 | 0.0% | 0.22% | +2.8% |
Q1 2016 | $269,000 | – | 2,520 | – | 0.22% | – |
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% |