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 | $20,482,430 | -2.4% | 75,217 | +1.5% | 8.07% | -0.8% |
| Q2 2023 | $20,978,515 | +15.3% | 74,140 | +1.7% | 8.13% | +4.7% |
| Q1 2023 | $18,191,484 | +21.9% | 72,929 | +4.2% | 7.76% | +9.6% |
| Q4 2022 | $14,922,125 | +3.5% | 70,021 | +3.9% | 7.08% | -5.6% |
| Q3 2022 | $14,423,000 | -3.1% | 67,415 | +1.0% | 7.50% | +0.1% |
| Q2 2022 | $14,884,000 | -22.6% | 66,779 | -0.2% | 7.50% | -3.6% |
| Q1 2022 | $19,239,000 | -6.9% | 66,895 | +3.9% | 7.78% | -33.9% |
| Q4 2021 | $20,666,000 | +9.1% | 64,399 | -1.3% | 11.76% | +42.8% |
| Q3 2021 | $18,941,000 | -0.5% | 65,276 | -1.7% | 8.23% | -0.8% |
| Q2 2021 | $19,037,000 | +12.2% | 66,375 | +0.5% | 8.30% | +3.3% |
| Q1 2021 | $16,973,000 | +3.5% | 66,034 | +2.0% | 8.03% | -0.8% |
| Q4 2020 | $16,400,000 | +11.3% | 64,734 | 0.0% | 8.09% | -1.6% |
| Q3 2020 | $14,734,000 | +10.9% | 64,734 | -1.5% | 8.23% | +2.7% |
| Q2 2020 | $13,280,000 | +44.8% | 65,715 | +12.3% | 8.01% | +15.7% |
| Q1 2020 | $9,173,000 | -20.3% | 58,543 | -7.3% | 6.92% | -0.1% |
| Q4 2019 | $11,509,000 | +7.9% | 63,180 | -1.6% | 6.93% | -6.2% |
| Q3 2019 | $10,671,000 | +1.0% | 64,176 | -0.8% | 7.39% | -0.7% |
| Q2 2019 | $10,567,000 | +6.2% | 64,671 | +1.6% | 7.44% | -0.9% |
| Q1 2019 | $9,952,000 | +14.8% | 63,623 | -1.4% | 7.51% | -2.2% |
| Q4 2018 | $8,670,000 | -13.8% | 64,546 | +3.4% | 7.67% | +0.7% |
| Q3 2018 | $10,057,000 | +28.0% | 62,452 | +19.1% | 7.62% | +23.1% |
| Q2 2018 | $7,856,000 | -3.0% | 52,439 | -8.2% | 6.19% | -6.1% |
| Q1 2018 | $8,103,000 | -0.7% | 57,109 | -1.5% | 6.59% | -2.5% |
| Q4 2017 | $8,158,000 | – | 57,999 | – | 6.76% | – |
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% |