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 | $31,441,351 | -2.4% | 115,462 | +1.4% | 3.16% | -2.5% |
| Q2 2023 | $32,228,463 | +11.3% | 113,897 | -1.9% | 3.24% | +4.7% |
| Q1 2023 | $28,954,047 | +8.7% | 116,076 | -7.1% | 3.10% | +2.5% |
| Q4 2022 | $26,640,376 | -30.3% | 125,008 | -30.0% | 3.02% | -16.3% |
| Q3 2022 | $38,227,000 | -7.0% | 178,674 | -3.1% | 3.60% | -27.1% |
| Q2 2022 | $41,085,000 | -29.9% | 184,331 | -9.6% | 4.94% | -19.8% |
| Q1 2022 | $58,621,000 | -2.3% | 203,828 | +9.0% | 6.16% | -2.1% |
| Q4 2021 | $59,981,000 | +11.8% | 186,915 | +1.1% | 6.30% | +1.6% |
| Q3 2021 | $53,660,000 | +4.3% | 184,925 | +3.1% | 6.20% | +6.1% |
| Q2 2021 | $51,438,000 | +12.9% | 179,345 | +1.2% | 5.84% | +9.6% |
| Q1 2021 | $45,571,000 | -0.9% | 177,292 | -2.3% | 5.33% | -12.1% |
| Q4 2020 | $45,992,000 | +78.1% | 181,542 | +60.0% | 6.06% | -15.8% |
| Q3 2020 | $25,823,000 | +3.1% | 113,452 | -8.5% | 7.20% | -2.2% |
| Q2 2020 | $25,051,000 | +29.7% | 123,959 | +0.6% | 7.36% | +1.5% |
| Q1 2020 | $19,309,000 | +267.3% | 123,232 | +327.1% | 7.25% | +331.6% |
| Q4 2019 | $5,257,000 | +16.9% | 28,856 | +6.7% | 1.68% | +8.0% |
| Q3 2019 | $4,496,000 | +18.9% | 27,039 | +16.8% | 1.55% | -20.1% |
| Q2 2019 | $3,781,000 | +16.6% | 23,143 | +11.6% | 1.94% | +4.9% |
| Q1 2019 | $3,244,000 | +31.7% | 20,740 | +13.1% | 1.86% | -10.3% |
| Q4 2018 | $2,463,000 | – | 18,335 | – | 2.07% | – |
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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% |