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 | $60,829,095 | -2.2% | 223,381 | +1.6% | 0.24% | -2.5% |
Q2 2023 | $62,192,217 | +129691.5% | 219,791 | +14.4% | 0.24% | +17.0% |
Q1 2023 | $47,917 | +1.7% | 192,104 | -13.1% | 0.21% | -13.1% |
Q4 2022 | $47,132 | -99.9% | 221,171 | +37.5% | 0.24% | +33.1% |
Q3 2022 | $34,420,000 | -11.0% | 160,888 | -7.3% | 0.18% | -13.6% |
Q2 2022 | $38,688,000 | -18.9% | 173,583 | +4.7% | 0.21% | -10.4% |
Q1 2022 | $47,675,000 | -13.0% | 165,771 | -2.9% | 0.23% | -10.2% |
Q4 2021 | $54,793,000 | +35.4% | 170,750 | +22.4% | 0.26% | +20.2% |
Q3 2021 | $40,482,000 | +30.6% | 139,513 | +29.1% | 0.21% | +21.7% |
Q2 2021 | $30,987,000 | +41.1% | 108,041 | +26.4% | 0.18% | +17.4% |
Q1 2021 | $21,967,000 | +13.6% | 85,466 | +12.0% | 0.15% | +2.1% |
Q4 2020 | $19,338,000 | +16.8% | 76,333 | +5.0% | 0.15% | -5.8% |
Q3 2020 | $16,551,000 | +52.2% | 72,720 | +35.2% | 0.16% | +36.0% |
Q2 2020 | $10,872,000 | +163.2% | 53,800 | +104.1% | 0.11% | +111.1% |
Q1 2020 | $4,131,000 | -1.2% | 26,366 | +14.8% | 0.05% | +3.8% |
Q4 2019 | $4,183,000 | +216.2% | 22,963 | +188.7% | 0.05% | +188.9% |
Q3 2019 | $1,323,000 | +96.3% | 7,955 | +92.8% | 0.02% | +100.0% |
Q2 2019 | $674,000 | +174.0% | 4,127 | +162.2% | 0.01% | +125.0% |
Q1 2019 | $246,000 | – | 1,574 | – | 0.00% | – |
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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% |