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 | $26,212,708 | -3.6% | 97,388 | +1.4% | 4.82% | -3.6% |
| Q2 2023 | $27,189,211 | +18.0% | 96,089 | +4.0% | 5.00% | +22.0% |
| Q1 2023 | $23,042,411 | +22.3% | 92,377 | +4.5% | 4.10% | +10.0% |
| Q4 2022 | $18,845,670 | +0.2% | 88,432 | +0.5% | 3.72% | -13.3% |
| Q3 2022 | $18,817,000 | -0.5% | 87,950 | +3.7% | 4.29% | +1.9% |
| Q2 2022 | $18,904,000 | +20.6% | 84,814 | +55.6% | 4.21% | +26.5% |
| Q1 2022 | $15,676,000 | +7.2% | 54,507 | +19.7% | 3.33% | +3.3% |
| Q4 2021 | $14,618,000 | +8.2% | 45,555 | -2.2% | 3.22% | -1.8% |
| Q3 2021 | $13,515,000 | +3.3% | 46,577 | +2.1% | 3.28% | -0.2% |
| Q2 2021 | $13,089,000 | +8.8% | 45,635 | -2.5% | 3.29% | +5.4% |
| Q1 2021 | $12,033,000 | +26.2% | 46,814 | -0.8% | 3.12% | -1.0% |
| Q2 2020 | $9,533,000 | +42.2% | 47,174 | +10.3% | 3.15% | +19.0% |
| Q1 2020 | $6,703,000 | +3.4% | 42,777 | +20.3% | 2.65% | +27.9% |
| Q4 2019 | $6,480,000 | +19.0% | 35,571 | +8.6% | 2.07% | +9.5% |
| Q3 2019 | $5,444,000 | +3.6% | 32,742 | +1.8% | 1.89% | -3.2% |
| Q2 2019 | $5,256,000 | +112.7% | 32,166 | +103.6% | 1.95% | +88.2% |
| Q1 2019 | $2,471,000 | +24.5% | 15,798 | +6.9% | 1.04% | +0.8% |
| Q4 2018 | $1,985,000 | -17.5% | 14,773 | -1.1% | 1.03% | -7.5% |
| Q3 2018 | $2,406,000 | +7.6% | 14,942 | +0.0% | 1.11% | -10.5% |
| Q2 2018 | $2,237,000 | +16.1% | 14,935 | +9.9% | 1.24% | +8.9% |
| Q1 2018 | $1,927,000 | +51.5% | 13,585 | +50.2% | 1.14% | +24.9% |
| Q4 2017 | $1,272,000 | – | 9,047 | – | 0.91% | – |
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% |