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 | $16,875,228 | +6.4% | 61,970 | +10.6% | 1.11% | -1.0% |
| Q2 2023 | $15,856,639 | +37.2% | 56,038 | +20.9% | 1.12% | +26.3% |
| Q1 2023 | $11,560,318 | +17.5% | 46,345 | +0.4% | 0.89% | +8.5% |
| Q4 2022 | $9,835,638 | +2.0% | 46,152 | +2.4% | 0.82% | -19.1% |
| Q3 2022 | $9,644,000 | +17.8% | 45,077 | +22.7% | 1.01% | +36.5% |
| Q2 2022 | $8,188,000 | -28.7% | 36,734 | -8.0% | 0.74% | -20.4% |
| Q1 2022 | $11,489,000 | -57.4% | 39,949 | -52.4% | 0.93% | -51.9% |
| Q4 2021 | $26,948,000 | +42.5% | 83,975 | +28.8% | 1.94% | +20.0% |
| Q3 2021 | $18,916,000 | +45.1% | 65,188 | +43.4% | 1.62% | +40.0% |
| Q2 2021 | $13,039,000 | +70.4% | 45,460 | +52.7% | 1.15% | +41.9% |
| Q1 2021 | $7,654,000 | +65.1% | 29,777 | +62.8% | 0.81% | +27.2% |
| Q4 2020 | $4,635,000 | +682.9% | 18,295 | +603.9% | 0.64% | +343.8% |
| Q3 2020 | $592,000 | +16.8% | 2,599 | +3.7% | 0.14% | -7.1% |
| Q2 2020 | $507,000 | +45.7% | 2,507 | +12.9% | 0.16% | -37.2% |
| Q1 2020 | $348,000 | -32.4% | 2,220 | -21.5% | 0.25% | -15.4% |
| Q4 2019 | $515,000 | -72.3% | 2,829 | -74.7% | 0.29% | -59.0% |
| Q3 2019 | $1,862,000 | +158.3% | 11,199 | +153.9% | 0.71% | +147.2% |
| Q2 2019 | $721,000 | +153.9% | 4,411 | +143.3% | 0.29% | +88.2% |
| Q1 2019 | $284,000 | -90.2% | 1,813 | -91.6% | 0.15% | -92.1% |
| Q4 2018 | $2,891,000 | – | 21,518 | – | 1.93% | – |
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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% |