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 | $31,275,185 | -47.4% | 114,851 | -45.3% | 5.15% | -37.5% |
| Q2 2023 | $59,427,224 | +152.8% | 210,020 | +122.9% | 8.24% | +93.9% |
| Q1 2023 | $23,507,341 | +29.8% | 94,240 | +10.9% | 4.25% | +13.2% |
| Q4 2022 | $18,115,823 | -1.5% | 85,007 | -1.2% | 3.76% | -9.4% |
| Q3 2022 | $18,401,000 | -1.0% | 86,007 | +3.2% | 4.15% | +11.7% |
| Q2 2022 | $18,578,000 | -6.5% | 83,352 | +20.7% | 3.71% | -1.0% |
| Q1 2022 | $19,860,000 | +2.1% | 69,054 | +13.9% | 3.75% | -0.3% |
| Q4 2021 | $19,461,000 | +24.3% | 60,646 | +12.4% | 3.76% | +9.6% |
| Q3 2021 | $15,662,000 | +7.8% | 53,976 | +6.6% | 3.43% | +3.2% |
| Q2 2021 | $14,523,000 | +28.9% | 50,635 | +15.5% | 3.33% | +13.7% |
| Q1 2021 | $11,268,000 | +8.0% | 43,837 | +6.4% | 2.92% | -2.8% |
| Q4 2020 | $10,437,000 | +22.6% | 41,197 | +10.2% | 3.01% | +4.6% |
| Q3 2020 | $8,512,000 | +31.0% | 37,390 | +16.3% | 2.88% | +17.2% |
| Q2 2020 | $6,499,000 | +40.1% | 32,159 | +8.6% | 2.45% | +15.3% |
| Q1 2020 | $4,638,000 | -8.3% | 29,599 | +6.6% | 2.13% | +1.8% |
| Q4 2019 | $5,058,000 | +25.7% | 27,763 | +14.8% | 2.09% | +8.4% |
| Q3 2019 | $4,023,000 | +16.1% | 24,193 | +14.1% | 1.93% | +1.9% |
| Q2 2019 | $3,466,000 | +38.3% | 21,211 | +32.4% | 1.89% | +10.2% |
| Q1 2019 | $2,506,000 | +37.6% | 16,021 | +18.2% | 1.72% | +4.9% |
| Q4 2018 | $1,821,000 | – | 13,557 | – | 1.64% | – |
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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% |