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 | $17,346,841 | +1.6% | 63,703 | +5.6% | 1.25% | +2.5% |
| Q2 2023 | $17,068,056 | +12.1% | 60,320 | -1.2% | 1.22% | +11.2% |
| Q1 2023 | $15,228,865 | -7.5% | 61,052 | -21.0% | 1.10% | -10.8% |
| Q4 2022 | $16,464,865 | +6.5% | 77,260 | +6.9% | 1.23% | -3.8% |
| Q3 2022 | $15,458,000 | -5.9% | 72,291 | -1.9% | 1.28% | -4.3% |
| Q2 2022 | $16,430,000 | -3.4% | 73,716 | +24.7% | 1.33% | +19.0% |
| Q1 2022 | $17,006,000 | +11.3% | 59,132 | +24.0% | 1.12% | +16.5% |
| Q4 2021 | $15,280,000 | -15.0% | 47,700 | -23.0% | 0.96% | -20.8% |
| Q3 2021 | $17,985,000 | +5.5% | 61,980 | +4.3% | 1.22% | +6.7% |
| Q2 2021 | $17,050,000 | +18.3% | 59,450 | +6.0% | 1.14% | +11.4% |
| Q1 2021 | $14,413,000 | -1.3% | 56,074 | -5.4% | 1.02% | +2.3% |
| Q4 2020 | $14,606,000 | +16.8% | 59,250 | +7.8% | 1.00% | -6.5% |
| Q3 2020 | $12,508,000 | +24.3% | 54,955 | +10.3% | 1.07% | +11.9% |
| Q2 2020 | $10,066,000 | +27.2% | 49,810 | -1.4% | 0.95% | -15.5% |
| Q1 2020 | $7,915,000 | -8.1% | 50,513 | +6.8% | 1.13% | +23.0% |
| Q4 2019 | $8,617,000 | +21.5% | 47,299 | +10.9% | 0.92% | +13.3% |
| Q3 2019 | $7,090,000 | +8.2% | 42,636 | +6.3% | 0.81% | +6.7% |
| Q2 2019 | $6,551,000 | +9.4% | 40,094 | +4.7% | 0.76% | +1.9% |
| Q1 2019 | $5,989,000 | +27.1% | 38,287 | +9.1% | 0.74% | +15.9% |
| Q4 2018 | $4,713,000 | -21.4% | 35,085 | -5.8% | 0.64% | -4.0% |
| Q3 2018 | $5,999,000 | +4.3% | 37,252 | -2.6% | 0.67% | -3.9% |
| Q2 2018 | $5,752,000 | +6.3% | 38,255 | +0.3% | 0.70% | -1.0% |
| Q1 2018 | $5,413,000 | +1.7% | 38,152 | +0.8% | 0.70% | -3.2% |
| Q4 2017 | $5,325,000 | – | 37,859 | – | 0.73% | – |
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% |