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 | $41,122,661 | -9.1% | 151,005 | -5.6% | 9.02% | +7.6% |
| Q2 2023 | $45,248,834 | +13.0% | 159,912 | -0.4% | 8.38% | +5.7% |
| Q1 2023 | $40,050,023 | +15.5% | 160,560 | -1.3% | 7.93% | +9.0% |
| Q4 2022 | $34,663,804 | -1.6% | 162,657 | -1.2% | 7.28% | -2.8% |
| Q3 2022 | $35,238,000 | -4.8% | 164,702 | -0.8% | 7.49% | +0.8% |
| Q2 2022 | $37,002,000 | -23.7% | 166,009 | -1.5% | 7.43% | -6.3% |
| Q1 2022 | $48,496,000 | -15.1% | 168,622 | -5.3% | 7.93% | -10.4% |
| Q4 2021 | $57,114,000 | +22.6% | 177,979 | +10.9% | 8.85% | +13.9% |
| Q3 2021 | $46,576,000 | +1.8% | 160,513 | +0.6% | 7.77% | -2.2% |
| Q2 2021 | $45,771,000 | +10.0% | 159,587 | -1.5% | 7.95% | -3.5% |
| Q1 2021 | $41,625,000 | +1.6% | 161,938 | +0.2% | 8.23% | -4.0% |
| Q4 2020 | $40,950,000 | +17.8% | 161,641 | +6.1% | 8.57% | +7.9% |
| Q3 2020 | $34,751,000 | -7.5% | 152,373 | -17.2% | 7.94% | -9.9% |
| Q2 2020 | $37,586,000 | +24.5% | 184,113 | -4.5% | 8.82% | +2.1% |
| Q1 2020 | $30,198,000 | -16.4% | 192,723 | -2.8% | 8.64% | -1.4% |
| Q4 2019 | $36,133,000 | +11.9% | 198,346 | +2.3% | 8.76% | -18.3% |
| Q3 2019 | $32,297,000 | +1.1% | 193,817 | -0.9% | 10.72% | +18.0% |
| Q2 2019 | $31,945,000 | +48.6% | 195,511 | +42.3% | 9.08% | +47.1% |
| Q1 2019 | $21,491,000 | -42.5% | 137,405 | -50.6% | 6.18% | -48.8% |
| Q4 2018 | $37,354,000 | -9.7% | 278,080 | +1.0% | 12.07% | -10.5% |
| Q3 2018 | $41,374,000 | +172.8% | 275,211 | +174.9% | 13.48% | +170.8% |
| Q2 2018 | $15,166,000 | +26.6% | 100,123 | +18.6% | 4.98% | +19.8% |
| Q1 2018 | $11,977,000 | +12.0% | 84,415 | +11.1% | 4.15% | +11.2% |
| Q4 2017 | $10,689,000 | +33.1% | 75,994 | +25.6% | 3.73% | +10.5% |
| Q3 2017 | $8,030,000 | – | 60,491 | – | 3.38% | – |
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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% |