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 | $1,790,166 | -5.8% | 6,574 | -3.5% | 0.07% | -2.7% |
| Q2 2023 | $1,900,078 | +5.5% | 6,813 | -5.6% | 0.07% | -25.3% |
| Q1 2023 | $1,800,957 | -13.3% | 7,220 | -1.8% | 0.10% | -3.9% |
| Q4 2022 | $2,078,202 | +0.7% | 7,351 | +3.3% | 0.10% | -4.6% |
| Q3 2022 | $2,064,000 | +2.8% | 7,113 | +4.6% | 0.11% | +3.8% |
| Q2 2022 | $2,008,000 | +6.0% | 6,803 | +10.9% | 0.10% | +14.3% |
| Q1 2022 | $1,894,000 | +9.5% | 6,133 | +12.0% | 0.09% | +12.3% |
| Q4 2021 | $1,730,000 | +50.7% | 5,475 | +38.4% | 0.08% | +39.7% |
| Q3 2021 | $1,148,000 | +40.5% | 3,955 | +38.9% | 0.06% | +34.9% |
| Q2 2021 | $817,000 | +104.2% | 2,848 | +83.0% | 0.04% | +72.0% |
| Q1 2021 | $400,000 | +99.0% | 1,556 | +95.7% | 0.02% | +66.7% |
| Q4 2020 | $201,000 | – | 795 | – | 0.02% | – |
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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% |