VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $589,115 | +13.6% | 2,082 | +0.1% | 0.13% | +7.6% |
| Q1 2023 | $518,558 | +17.0% | 2,079 | +0.4% | 0.12% | -8.5% |
| Q4 2022 | $443,055 | +0.0% | 2,071 | +0.0% | 0.13% | 0.0% |
| Q3 2022 | $443,000 | -3.9% | 2,070 | +0.1% | 0.13% | +2.4% |
| Q2 2022 | $461,000 | -22.4% | 2,067 | +0.1% | 0.13% | -10.0% |
| Q1 2022 | $594,000 | -10.3% | 2,064 | +0.1% | 0.14% | -5.4% |
| Q4 2021 | $662,000 | +10.9% | 2,062 | +0.2% | 0.15% | +2.8% |
| Q3 2021 | $597,000 | +1.2% | 2,058 | +0.0% | 0.14% | +2.9% |
| Q2 2021 | $590,000 | +11.7% | 2,057 | +0.1% | 0.14% | +2.9% |
| Q1 2021 | $528,000 | +1.5% | 2,054 | +0.1% | 0.14% | -4.9% |
| Q4 2020 | $520,000 | +10.2% | 2,051 | +0.2% | 0.14% | +3.6% |
| Q3 2020 | $472,000 | +6.3% | 2,047 | -5.4% | 0.14% | +0.7% |
| Q2 2020 | $444,000 | +31.4% | 2,163 | +0.2% | 0.14% | +30.5% |
| Q1 2020 | $338,000 | -71.7% | 2,159 | -67.0% | 0.10% | -70.6% |
| Q4 2019 | $1,193,000 | +2.0% | 6,549 | -6.9% | 0.36% | -9.6% |
| Q3 2019 | $1,170,000 | -11.0% | 7,035 | -12.5% | 0.40% | -18.6% |
| Q2 2019 | $1,314,000 | -0.2% | 8,043 | -4.4% | 0.48% | -16.2% |
| Q1 2019 | $1,316,000 | +13.4% | 8,414 | -2.6% | 0.58% | -13.7% |
| Q4 2018 | $1,161,000 | – | 8,642 | – | 0.67% | – |
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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% |