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 | $51,226 | -49.9% | 188,117 | -52.2% | 3.69% | +44.7% |
| Q2 2023 | $102,173 | +92.4% | 393,276 | +84.7% | 2.55% | -2.8% |
| Q1 2023 | $53,110 | +25.3% | 212,918 | +7.0% | 2.62% | +12.2% |
| Q4 2022 | $42,387 | -99.9% | 198,899 | +9.6% | 2.34% | +0.1% |
| Q3 2022 | $38,814,000 | +1.5% | 181,416 | +5.7% | 2.33% | +12.6% |
| Q2 2022 | $38,255,000 | -22.7% | 171,633 | -0.3% | 2.07% | -19.3% |
| Q1 2022 | $49,521,000 | +0.3% | 172,187 | +11.9% | 2.57% | +5.3% |
| Q4 2021 | $49,380,000 | +16.0% | 153,879 | +5.6% | 2.44% | -2.5% |
| Q3 2021 | $42,560,000 | +1.1% | 145,653 | -0.8% | 2.50% | -3.9% |
| Q2 2021 | $42,116,000 | +19.2% | 146,844 | +6.8% | 2.60% | -2.8% |
| Q1 2021 | $35,345,000 | +5.2% | 137,507 | +3.7% | 2.68% | -3.9% |
| Q4 2020 | $33,606,000 | +21.2% | 132,650 | +8.9% | 2.78% | -27.7% |
| Q3 2020 | $27,726,000 | +6.1% | 121,815 | -5.8% | 3.85% | -5.2% |
| Q2 2020 | $26,131,000 | +38.4% | 129,301 | +7.3% | 4.06% | +12.6% |
| Q1 2020 | $18,878,000 | -11.2% | 120,480 | +3.2% | 3.61% | +0.4% |
| Q4 2019 | $21,262,000 | +18.5% | 116,716 | +8.1% | 3.59% | +3.6% |
| Q3 2019 | $17,949,000 | +5.8% | 107,947 | +4.0% | 3.46% | -2.8% |
| Q2 2019 | $16,962,000 | +13.3% | 103,812 | +8.5% | 3.56% | -8.8% |
| Q1 2019 | $14,969,000 | +28.2% | 95,695 | +10.1% | 3.91% | -0.5% |
| Q4 2018 | $11,677,000 | -13.2% | 86,925 | +4.0% | 3.93% | -21.0% |
| Q3 2018 | $13,458,000 | +16.9% | 83,569 | +8.7% | 4.97% | +0.4% |
| Q2 2018 | $11,514,000 | +11.7% | 76,855 | +5.7% | 4.96% | -3.3% |
| Q1 2018 | $10,312,000 | – | 72,683 | – | 5.12% | – |
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% |