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 | $302,904 | -2.2% | 1,112 | +1.6% | 0.14% | +0.7% |
| Q2 2023 | $309,797 | +12.0% | 1,094 | -1.4% | 0.14% | +1.5% |
| Q1 2023 | $276,683 | +17.3% | 1,109 | +0.2% | 0.14% | +11.6% |
| Q4 2022 | $235,962 | -0.0% | 1,107 | +0.2% | 0.12% | -8.3% |
| Q3 2022 | $236,000 | -4.8% | 1,105 | -0.9% | 0.13% | -2.2% |
| Q2 2022 | $248,000 | -50.8% | 1,115 | -36.4% | 0.14% | -47.9% |
| Q1 2022 | $504,000 | -0.8% | 1,753 | +10.8% | 0.26% | +5.3% |
| Q4 2021 | $508,000 | +8.8% | 1,582 | -1.6% | 0.25% | -17.4% |
| Q3 2021 | $467,000 | +1.3% | 1,608 | +0.1% | 0.30% | -1.3% |
| Q2 2021 | $461,000 | +8.0% | 1,607 | -3.2% | 0.30% | 0.0% |
| Q1 2021 | $427,000 | +1.7% | 1,660 | +0.1% | 0.30% | -4.4% |
| Q4 2020 | $420,000 | +11.4% | 1,658 | +0.2% | 0.32% | +6.0% |
| Q3 2020 | $377,000 | +13.2% | 1,655 | +0.2% | 0.30% | +11.6% |
| Q2 2020 | $333,000 | +46.7% | 1,652 | +14.2% | 0.27% | +24.8% |
| Q1 2020 | $227,000 | -19.8% | 1,447 | -7.5% | 0.21% | +2.4% |
| Q4 2019 | $283,000 | -99.9% | 1,565 | +0.2% | 0.21% | +14.8% |
| Q3 2019 | $259,604,000 | +108068.3% | 1,562 | +6.3% | 0.18% | -4.7% |
| Q2 2019 | $240,000 | +4.3% | 1,470 | +0.3% | 0.19% | +1.1% |
| Q1 2019 | $230,000 | – | 1,466 | – | 0.19% | – |
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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% |