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 | $9,457,864 | -8.1% | 34,732 | -4.5% | 0.79% | -7.4% |
| Q2 2023 | $10,294,403 | +14.5% | 36,381 | +0.9% | 0.85% | +0.4% |
| Q1 2023 | $8,991,840 | +1.4% | 36,048 | -13.3% | 0.85% | -6.8% |
| Q4 2022 | $8,863,466 | -8.4% | 41,591 | -8.1% | 0.91% | -19.1% |
| Q3 2022 | $9,681,000 | -3.8% | 45,250 | +0.2% | 1.12% | -0.7% |
| Q2 2022 | $10,066,000 | -23.1% | 45,161 | -0.7% | 1.13% | -10.3% |
| Q1 2022 | $13,083,000 | -5.4% | 45,489 | +5.5% | 1.26% | -3.7% |
| Q4 2021 | $13,833,000 | +13.3% | 43,106 | +1.3% | 1.31% | -0.2% |
| Q3 2021 | $12,210,000 | 0.0% | 42,571 | 0.0% | 1.31% | +0.2% |
| Q2 2021 | $12,210,000 | +15.7% | 42,571 | +3.7% | 1.31% | +9.3% |
| Q1 2021 | $10,557,000 | +1.7% | 41,070 | +0.3% | 1.20% | -6.8% |
| Q4 2020 | $10,376,000 | +25.3% | 40,957 | +12.6% | 1.29% | +15.1% |
| Q3 2020 | $8,280,000 | +13.6% | 36,380 | +0.9% | 1.12% | +4.5% |
| Q2 2020 | $7,286,000 | +55.7% | 36,054 | +20.7% | 1.07% | +14.3% |
| Q1 2020 | $4,681,000 | -20.9% | 29,874 | -8.0% | 0.94% | -9.7% |
| Q4 2019 | $5,915,000 | +7.0% | 32,472 | -2.3% | 1.04% | -4.3% |
| Q3 2019 | $5,526,000 | +2.4% | 33,233 | +0.6% | 1.08% | -3.3% |
| Q2 2019 | $5,398,000 | +3.5% | 33,043 | -0.9% | 1.12% | +4.6% |
| Q1 2019 | $5,213,000 | +16.3% | 33,333 | -0.1% | 1.07% | -1.7% |
| Q4 2018 | $4,483,000 | -14.1% | 33,378 | +3.3% | 1.09% | +12.5% |
| Q3 2018 | $5,218,000 | +17.3% | 32,324 | +8.9% | 0.97% | +8.8% |
| Q2 2018 | $4,447,000 | +15.6% | 29,690 | +6.8% | 0.89% | -22.2% |
| Q1 2018 | $3,847,000 | -3.9% | 27,794 | +1.1% | 1.14% | -0.6% |
| Q4 2017 | $4,005,000 | +11.9% | 27,490 | +3.0% | 1.15% | -0.9% |
| Q3 2017 | $3,579,000 | -0.3% | 26,690 | -5.5% | 1.16% | -6.9% |
| Q2 2017 | $3,591,000 | +7.2% | 28,236 | +1.9% | 1.25% | -2.6% |
| Q1 2017 | $3,350,000 | +9.1% | 27,707 | +3.5% | 1.28% | -3.4% |
| Q4 2016 | $3,070,000 | – | 26,780 | – | 1.32% | – |
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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% |