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 | $13,293,406 | -1.9% | 48,817 | +1.9% | 4.09% | +2.0% |
| Q2 2023 | $13,557,144 | +13.4% | 47,912 | -0.0% | 4.01% | +2.3% |
| Q1 2023 | $11,951,561 | +19.3% | 47,914 | +1.9% | 3.92% | +8.3% |
| Q4 2022 | $10,017,067 | +2.5% | 47,004 | +2.9% | 3.62% | -8.1% |
| Q3 2022 | $9,777,000 | -3.5% | 45,698 | +0.5% | 3.94% | -1.3% |
| Q2 2022 | $10,135,000 | -21.4% | 45,470 | +1.4% | 3.99% | -1.9% |
| Q1 2022 | $12,899,000 | -9.8% | 44,850 | +0.6% | 4.07% | -15.5% |
| Q4 2021 | $14,305,000 | +28.6% | 44,577 | +16.3% | 4.82% | -9.8% |
| Q3 2021 | $11,124,000 | -12.9% | 38,337 | -13.9% | 5.34% | +7.0% |
| Q2 2021 | $12,776,000 | +11.6% | 44,545 | +0.1% | 4.99% | +2.8% |
| Q1 2021 | $11,444,000 | +0.6% | 44,521 | -0.9% | 4.86% | -7.0% |
| Q4 2020 | $11,378,000 | +10.3% | 44,911 | -0.9% | 5.22% | -9.7% |
| Q3 2020 | $10,314,000 | +12.2% | 45,314 | -0.4% | 5.78% | -3.6% |
| Q2 2020 | $9,193,000 | +27.1% | 45,490 | -1.4% | 6.00% | +9.3% |
| Q1 2020 | $7,232,000 | +4.7% | 46,152 | +21.7% | 5.49% | +9.7% |
| Q4 2019 | $6,907,000 | -8.5% | 37,916 | -16.5% | 5.00% | -10.1% |
| Q3 2019 | $7,548,000 | +21.3% | 45,396 | +19.2% | 5.56% | +4.9% |
| Q2 2019 | $6,224,000 | +3.6% | 38,096 | -0.8% | 5.30% | -1.3% |
| Q1 2019 | $6,009,000 | +4.2% | 38,416 | -11.3% | 5.38% | +18.4% |
| Q4 2018 | $5,766,000 | – | 43,334 | – | 4.54% | – |
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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% |