VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,282,175 | -5.2% | 23,070 | -1.5% | 1.33% | +0.1% |
| Q2 2023 | $6,628,588 | +10.5% | 23,426 | -2.6% | 1.33% | +4.7% |
| Q1 2023 | $5,996,637 | +23.1% | 24,041 | +5.2% | 1.27% | +15.1% |
| Q4 2022 | $4,872,130 | +0.6% | 22,863 | +1.0% | 1.10% | -8.6% |
| Q3 2022 | $4,843,000 | -3.2% | 22,636 | +0.8% | 1.21% | -0.3% |
| Q2 2022 | $5,004,000 | -23.0% | 22,451 | -0.6% | 1.21% | -11.4% |
| Q1 2022 | $6,496,000 | -3.0% | 22,587 | +8.2% | 1.36% | -0.6% |
| Q4 2021 | $6,698,000 | +11.5% | 20,872 | +0.8% | 1.37% | +3.4% |
| Q3 2021 | $6,009,000 | +0.5% | 20,707 | -0.7% | 1.33% | +2.9% |
| Q2 2021 | $5,982,000 | +82.4% | 20,857 | +63.5% | 1.29% | +62.4% |
| Q1 2021 | $3,279,000 | +45.4% | 12,755 | +43.3% | 0.80% | +35.7% |
| Q4 2020 | $2,255,000 | +15.6% | 8,902 | +3.9% | 0.59% | +0.7% |
| Q3 2020 | $1,950,000 | +12.1% | 8,568 | -0.4% | 0.58% | +1.7% |
| Q2 2020 | $1,739,000 | +28.4% | 8,603 | -0.5% | 0.57% | +12.4% |
| Q1 2020 | $1,354,000 | -4.9% | 8,644 | +10.6% | 0.51% | +13.6% |
| Q4 2019 | $1,424,000 | +4.9% | 7,819 | -4.2% | 0.45% | -3.4% |
| Q3 2019 | $1,358,000 | +0.4% | 8,165 | -1.4% | 0.46% | -2.5% |
| Q2 2019 | $1,352,000 | -8.8% | 8,278 | -12.7% | 0.48% | -12.5% |
| Q1 2019 | $1,483,000 | +16.4% | 9,484 | 0.0% | 0.54% | +6.2% |
| Q4 2018 | $1,274,000 | – | 9,484 | – | 0.51% | – |
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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% |