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 | $2,445,936 | +201.2% | 8,982 | +213.0% | 0.70% | +193.7% |
| Q2 2023 | $812,172 | +49.0% | 2,870 | +31.4% | 0.24% | +39.0% |
| Q1 2023 | $545,109 | +22.5% | 2,185 | +4.6% | 0.17% | -2.8% |
| Q4 2022 | $445,083 | -6.5% | 2,089 | -6.1% | 0.18% | -11.5% |
| Q3 2022 | $476,000 | -12.7% | 2,225 | -9.0% | 0.20% | -12.3% |
| Q2 2022 | $545,000 | +9.2% | 2,444 | +15.0% | 0.23% | +15.2% |
| Q1 2022 | $499,000 | -16.4% | 2,126 | +2.6% | 0.20% | -4.3% |
| Q4 2021 | $597,000 | -4.3% | 2,073 | -3.5% | 0.21% | -5.0% |
| Q3 2021 | $624,000 | -2.2% | 2,148 | -1.3% | 0.22% | +3.3% |
| Q2 2021 | $638,000 | +8.1% | 2,176 | -0.3% | 0.21% | +8.2% |
| Q1 2021 | $590,000 | +14.6% | 2,183 | +9.0% | 0.20% | +4.8% |
| Q4 2020 | $515,000 | +25.9% | 2,002 | +13.6% | 0.19% | +11.4% |
| Q3 2020 | $409,000 | +16.9% | 1,763 | -6.8% | 0.17% | -33.2% |
| Q4 2019 | $350,000 | +133.3% | 1,892 | +103.2% | 0.25% | +157.7% |
| Q3 2018 | $150,000 | +248.8% | 931 | +223.3% | 0.10% | +203.1% |
| Q2 2018 | $43,000 | +4.9% | 288 | 0.0% | 0.03% | +14.3% |
| Q1 2018 | $41,000 | – | 288 | – | 0.03% | – |
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% |