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 | $27,336,746 | -3.7% | 100,388 | +0.1% | 3.52% | -0.6% |
| Q2 2023 | $28,382,462 | +12.5% | 100,306 | -0.8% | 3.54% | -1.9% |
| Q1 2023 | $25,224,368 | +17.0% | 101,124 | -0.0% | 3.61% | +152.6% |
| Q4 2022 | $21,554,477 | -8.2% | 101,142 | -7.8% | 1.43% | +27.0% |
| Q3 2022 | $23,469,000 | -4.1% | 109,692 | -0.1% | 1.13% | -36.1% |
| Q2 2022 | $24,483,000 | -20.9% | 109,841 | +2.1% | 1.76% | -8.9% |
| Q1 2022 | $30,933,000 | -4.0% | 107,557 | +7.1% | 1.94% | -62.4% |
| Q4 2021 | $32,227,000 | +5.6% | 100,427 | -4.5% | 5.15% | -0.0% |
| Q3 2021 | $30,516,000 | -0.1% | 105,166 | -1.3% | 5.15% | +0.3% |
| Q2 2021 | $30,554,000 | +7.4% | 106,531 | -3.8% | 5.14% | -1.4% |
| Q1 2021 | $28,454,000 | +0.2% | 110,699 | -1.3% | 5.21% | -18.8% |
| Q4 2020 | $28,406,000 | +9.2% | 112,128 | -1.9% | 6.42% | -2.8% |
| Q3 2020 | $26,011,000 | +15.2% | 114,277 | +2.3% | 6.60% | +4.8% |
| Q2 2020 | $22,571,000 | +43.9% | 111,690 | +11.6% | 6.30% | +7.5% |
| Q1 2020 | $15,687,000 | +200.9% | 100,114 | +249.8% | 5.86% | +212.1% |
| Q4 2019 | $5,214,000 | +12.5% | 28,621 | +2.7% | 1.88% | +3.6% |
| Q3 2019 | $4,636,000 | +34.1% | 27,880 | +31.8% | 1.81% | +3.6% |
| Q2 2019 | $3,457,000 | +7.6% | 21,160 | +3.0% | 1.75% | +0.1% |
| Q1 2019 | $3,212,000 | +73.1% | 20,535 | +48.7% | 1.75% | +10.4% |
| Q4 2018 | $1,856,000 | – | 13,813 | – | 1.58% | – |
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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% |