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 | $3,920,981 | -2.6% | 14,399 | +1.2% | 0.18% | 0.0% |
| Q2 2023 | $4,027,406 | +7.3% | 14,233 | -5.4% | 0.18% | +11.8% |
| Q1 2023 | $3,753,314 | +41.4% | 15,047 | +20.8% | 0.16% | +26.8% |
| Q4 2022 | $2,654,931 | -7.1% | 12,458 | -6.8% | 0.13% | -22.1% |
| Q3 2022 | $2,858,000 | +51.4% | 13,360 | +57.7% | 0.16% | +43.0% |
| Q2 2022 | $1,888,000 | -5.3% | 8,472 | +22.2% | 0.11% | -5.8% |
| Q1 2022 | $1,994,000 | -10.9% | 6,932 | -0.6% | 0.12% | -9.7% |
| Q4 2021 | $2,238,000 | +34.1% | 6,973 | +21.2% | 0.13% | +22.9% |
| Q3 2021 | $1,669,000 | -0.4% | 5,751 | -1.6% | 0.11% | -2.7% |
| Q2 2021 | $1,676,000 | +46.6% | 5,845 | +31.4% | 0.11% | +34.9% |
| Q1 2021 | $1,143,000 | +4.4% | 4,449 | +3.0% | 0.08% | -14.4% |
| Q4 2020 | $1,095,000 | +200.8% | 4,321 | +170.6% | 0.10% | +142.5% |
| Q3 2020 | $364,000 | +4.3% | 1,597 | -7.5% | 0.04% | -7.0% |
| Q2 2020 | $349,000 | -19.0% | 1,726 | -37.2% | 0.04% | -31.7% |
| Q1 2020 | $431,000 | +110.2% | 2,748 | +143.8% | 0.06% | +142.3% |
| Q4 2019 | $205,000 | +86.4% | 1,127 | +69.7% | 0.03% | +62.5% |
| Q3 2019 | $110,000 | +23.6% | 664 | +22.1% | 0.02% | +14.3% |
| Q2 2019 | $89,000 | +9.9% | 544 | +5.0% | 0.01% | 0.0% |
| Q1 2019 | $81,000 | +15.7% | 518 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $70,000 | 0.0% | 518 | +19.1% | 0.01% | +7.7% |
| Q3 2018 | $70,000 | +7.7% | 435 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $65,000 | -20.7% | 435 | -24.7% | 0.01% | -31.6% |
| Q1 2018 | $82,000 | -6.8% | 578 | -7.1% | 0.02% | -17.4% |
| Q4 2017 | $88,000 | +4.8% | 622 | -2.0% | 0.02% | -8.0% |
| Q3 2017 | $84,000 | +133.3% | 635 | +126.0% | 0.02% | +47.1% |
| Q2 2017 | $36,000 | +5.9% | 281 | +0.4% | 0.02% | -10.5% |
| Q1 2017 | $34,000 | +9.7% | 280 | +0.4% | 0.02% | +5.6% |
| Q4 2016 | $31,000 | 0.0% | 279 | +0.4% | 0.02% | -10.0% |
| Q3 2016 | $31,000 | +3.3% | 278 | +0.4% | 0.02% | -4.8% |
| Q2 2016 | $30,000 | – | 277 | – | 0.02% | – |
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% |