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 | $921,769 | -7.5% | 3,385 | -3.8% | 0.04% | -5.4% |
| Q2 2023 | $996,019 | +19.4% | 3,520 | +5.2% | 0.04% | +15.6% |
| Q1 2023 | $834,377 | +1.9% | 3,345 | -12.9% | 0.03% | -3.0% |
| Q4 2022 | $818,556 | -0.4% | 3,841 | 0.0% | 0.03% | -13.2% |
| Q3 2022 | $822,000 | -4.8% | 3,841 | -0.7% | 0.04% | 0.0% |
| Q2 2022 | $863,000 | -13.4% | 3,870 | +11.7% | 0.04% | +2.7% |
| Q1 2022 | $997,000 | -10.3% | 3,466 | 0.0% | 0.04% | -7.5% |
| Q4 2021 | $1,112,000 | +10.5% | 3,466 | 0.0% | 0.04% | -4.8% |
| Q3 2021 | $1,006,000 | -20.0% | 3,466 | -20.9% | 0.04% | -17.6% |
| Q2 2021 | $1,257,000 | +23.7% | 4,383 | +10.9% | 0.05% | +10.9% |
| Q1 2021 | $1,016,000 | -10.1% | 3,952 | -11.4% | 0.05% | -16.4% |
| Q4 2020 | $1,130,000 | +11.3% | 4,460 | 0.0% | 0.06% | -3.5% |
| Q3 2020 | $1,015,000 | +2.6% | 4,460 | -8.8% | 0.06% | -1.7% |
| Q2 2020 | $989,000 | +29.1% | 4,891 | +0.0% | 0.06% | +9.4% |
| Q1 2020 | $766,000 | -5.7% | 4,890 | +9.6% | 0.05% | +15.2% |
| Q4 2019 | $812,000 | +20.5% | 4,460 | +10.0% | 0.05% | +12.2% |
| Q3 2019 | $674,000 | -23.0% | 4,056 | -24.3% | 0.04% | -35.9% |
| Q2 2019 | $875,000 | – | 5,356 | – | 0.06% | – |
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% |