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 | $10,566,903 | -6.8% | 38,805 | -3.2% | 0.41% | -4.2% |
| Q2 2023 | $11,340,971 | +21.5% | 40,080 | +7.1% | 0.43% | +12.3% |
| Q1 2023 | $9,335,422 | -6.9% | 37,426 | -20.5% | 0.38% | -14.7% |
| Q4 2022 | $10,028,952 | +9.7% | 47,060 | +10.2% | 0.45% | -4.5% |
| Q3 2022 | $9,139,000 | +38.9% | 42,713 | +44.7% | 0.47% | +7.8% |
| Q2 2022 | $6,581,000 | -43.0% | 29,526 | -26.4% | 0.44% | -32.5% |
| Q1 2022 | $11,543,000 | +11.9% | 40,135 | +24.9% | 0.65% | +18.3% |
| Q4 2021 | $10,315,000 | +5.4% | 32,145 | -4.7% | 0.55% | -5.7% |
| Q3 2021 | $9,788,000 | +59.6% | 33,733 | +57.8% | 0.58% | +59.1% |
| Q2 2021 | $6,131,000 | +14.2% | 21,375 | +2.3% | 0.36% | -0.8% |
| Q1 2021 | $5,369,000 | -1.6% | 20,889 | -3.0% | 0.37% | -9.4% |
| Q4 2020 | $5,454,000 | -13.5% | 21,529 | -22.3% | 0.40% | -26.0% |
| Q3 2020 | $6,303,000 | +5.2% | 27,694 | -6.6% | 0.55% | -7.1% |
| Q2 2020 | $5,990,000 | +10.8% | 29,641 | -14.1% | 0.59% | -19.6% |
| Q1 2020 | $5,404,000 | -24.3% | 34,488 | -12.0% | 0.73% | -3.6% |
| Q4 2019 | $7,142,000 | +590.0% | 39,205 | +530.0% | 0.76% | +454.7% |
| Q3 2019 | $1,035,000 | -44.7% | 6,223 | -45.7% | 0.14% | -43.6% |
| Q2 2019 | $1,873,000 | +24.7% | 11,465 | +19.4% | 0.24% | +9.5% |
| Q1 2019 | $1,502,000 | +35.7% | 9,600 | +16.5% | 0.22% | +1.8% |
| Q4 2018 | $1,107,000 | -34.6% | 8,243 | -21.6% | 0.22% | -15.2% |
| Q3 2018 | $1,693,000 | +34.2% | 10,513 | +24.8% | 0.26% | -10.8% |
| Q2 2018 | $1,262,000 | +17.2% | 8,422 | +10.9% | 0.29% | +5.5% |
| Q1 2018 | $1,077,000 | – | 7,592 | – | 0.27% | – |
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% |