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 | $14,245,011 | +0.2% | 52,312 | +4.2% | 2.45% | +0.1% |
| Q2 2023 | $14,211,823 | +6.4% | 50,226 | -6.4% | 2.45% | -2.3% |
| Q1 2023 | $13,358,988 | +12.8% | 53,659 | -3.4% | 2.51% | +6.3% |
| Q4 2022 | $11,840,587 | -35.6% | 55,561 | -35.4% | 2.36% | -42.1% |
| Q3 2022 | $18,390,000 | +7.3% | 85,955 | +11.8% | 4.08% | +7.6% |
| Q2 2022 | $17,138,000 | -14.2% | 76,890 | +10.7% | 3.79% | -3.3% |
| Q1 2022 | $19,970,000 | -2.0% | 69,435 | +9.7% | 3.92% | -4.1% |
| Q4 2021 | $20,383,000 | +4.6% | 63,318 | -5.7% | 4.08% | -4.4% |
| Q3 2021 | $19,491,000 | +6.1% | 67,171 | +4.8% | 4.27% | +1.2% |
| Q2 2021 | $18,375,000 | +24.5% | 64,068 | +11.6% | 4.22% | +6.4% |
| Q1 2021 | $14,755,000 | +50.6% | 57,402 | +54.5% | 3.96% | +30.0% |
| Q4 2020 | $9,799,000 | +792.4% | 37,153 | +670.0% | 3.05% | +666.6% |
| Q3 2020 | $1,098,000 | +144.0% | 4,825 | +117.0% | 0.40% | +138.3% |
| Q2 2020 | $450,000 | +148.6% | 2,224 | +92.6% | 0.17% | +108.8% |
| Q1 2020 | $181,000 | -13.8% | 1,155 | 0.0% | 0.08% | +3.9% |
| Q4 2019 | $210,000 | +56.7% | 1,155 | +43.3% | 0.08% | +45.3% |
| Q3 2019 | $134,000 | +0.8% | 806 | -1.2% | 0.05% | -5.4% |
| Q2 2019 | $133,000 | +3.9% | 816 | 0.0% | 0.06% | -8.2% |
| Q1 2019 | $128,000 | +14.3% | 816 | -1.8% | 0.06% | 0.0% |
| Q4 2018 | $112,000 | -16.4% | 831 | 0.0% | 0.06% | -7.6% |
| Q3 2018 | $134,000 | -13.0% | 831 | -19.2% | 0.07% | -24.1% |
| Q2 2018 | $154,000 | +5.5% | 1,029 | 0.0% | 0.09% | 0.0% |
| Q1 2018 | $146,000 | -8.2% | 1,029 | -9.0% | 0.09% | -14.7% |
| Q4 2017 | $159,000 | +6.0% | 1,131 | 0.0% | 0.10% | -2.9% |
| Q3 2017 | $150,000 | +8.7% | 1,131 | 0.0% | 0.10% | -10.3% |
| Q1 2017 | $138,000 | – | 1,131 | – | 0.12% | – |
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% |