VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,229,178 | +24.7% | 4,344 | +9.9% | 0.26% | +7.1% |
| Q1 2023 | $985,537 | +17.4% | 3,951 | +0.3% | 0.24% | +14.8% |
| Q4 2022 | $839,227 | +8.4% | 3,938 | +8.5% | 0.21% | +2.0% |
| Q3 2022 | $774,000 | -0.1% | 3,629 | +4.3% | 0.20% | -9.7% |
| Q2 2022 | $775,000 | -22.5% | 3,478 | 0.0% | 0.23% | -27.7% |
| Q1 2022 | $1,000,000 | -10.4% | 3,478 | 0.0% | 0.31% | -9.5% |
| Q4 2021 | $1,116,000 | +10.6% | 3,478 | 0.0% | 0.35% | +0.3% |
| Q3 2021 | $1,009,000 | +1.1% | 3,478 | 0.0% | 0.35% | -0.3% |
| Q2 2021 | $998,000 | +11.3% | 3,478 | -0.3% | 0.35% | 0.0% |
| Q1 2021 | $897,000 | +1.2% | 3,490 | -0.3% | 0.35% | -11.7% |
| Q4 2020 | $886,000 | +10.8% | 3,499 | -0.5% | 0.39% | -1.8% |
| Q3 2020 | $800,000 | -10.4% | 3,515 | -20.4% | 0.40% | -16.8% |
| Q2 2020 | $893,000 | +32.1% | 4,418 | +2.4% | 0.48% | +7.6% |
| Q1 2020 | $676,000 | -12.5% | 4,313 | +1.6% | 0.45% | +2.1% |
| Q4 2019 | $773,000 | +9.5% | 4,243 | 0.0% | 0.44% | +3.1% |
| Q3 2019 | $706,000 | +1.9% | 4,243 | 0.0% | 0.42% | +1.0% |
| Q2 2019 | $693,000 | +4.4% | 4,243 | 0.0% | 0.42% | -0.7% |
| Q1 2019 | $664,000 | +16.5% | 4,243 | 0.0% | 0.42% | +3.4% |
| Q4 2018 | $570,000 | -32.5% | 4,243 | -23.0% | 0.41% | -27.3% |
| Q3 2018 | $845,000 | -1.1% | 5,513 | -3.3% | 0.56% | -10.2% |
| Q2 2018 | $854,000 | -5.0% | 5,703 | -10.0% | 0.63% | -8.1% |
| Q1 2018 | $899,000 | +50.6% | 6,339 | +49.4% | 0.68% | +27.2% |
| Q4 2017 | $597,000 | – | 4,243 | – | 0.54% | – |
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% |