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 | $412,535 | +0.4% | 1,515 | +4.3% | 0.03% | +7.1% |
Q2 2023 | $411,055 | +34.1% | 1,453 | +18.2% | 0.03% | +21.7% |
Q1 2023 | $306,562 | +6.9% | 1,229 | -8.7% | 0.02% | 0.0% |
Q4 2022 | $286,846 | -67.4% | 1,346 | -67.3% | 0.02% | -72.9% |
Q3 2022 | $881,000 | +144.7% | 4,117 | +154.6% | 0.08% | +150.0% |
Q2 2022 | $360,000 | -60.4% | 1,617 | -48.9% | 0.03% | -50.7% |
Q1 2022 | $910,000 | -60.8% | 3,163 | -56.2% | 0.07% | -59.9% |
Q4 2021 | $2,319,000 | +12.3% | 7,228 | +1.6% | 0.17% | +4.9% |
Q3 2021 | $2,065,000 | -3.5% | 7,117 | -4.4% | 0.16% | -5.7% |
Q2 2021 | $2,140,000 | -19.2% | 7,447 | -27.7% | 0.17% | -28.1% |
Q1 2021 | $2,648,000 | +36.4% | 10,303 | +34.5% | 0.24% | +19.2% |
Q4 2020 | $1,941,000 | +14.4% | 7,663 | +2.8% | 0.20% | -10.6% |
Q3 2020 | $1,697,000 | +77.7% | 7,456 | +57.8% | 0.23% | +35.9% |
Q2 2020 | $955,000 | +42.1% | 4,724 | +10.2% | 0.17% | +30.5% |
Q1 2020 | $672,000 | +0.4% | 4,287 | +16.8% | 0.13% | +18.5% |
Q4 2019 | $669,000 | -7.3% | 3,669 | -15.5% | 0.11% | -6.9% |
Q3 2019 | $722,000 | +111.7% | 4,342 | +107.8% | 0.12% | +100.0% |
Q2 2019 | $341,000 | +46.4% | 2,090 | +40.6% | 0.06% | +28.9% |
Q1 2019 | $233,000 | -21.5% | 1,487 | -32.7% | 0.04% | -34.8% |
Q4 2018 | $297,000 | +25.8% | 2,209 | +50.5% | 0.07% | +32.7% |
Q3 2018 | $236,000 | +12.4% | 1,468 | +4.9% | 0.05% | +6.1% |
Q2 2018 | $210,000 | – | 1,399 | – | 0.05% | – |
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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% |