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 | $2,804,793 | -6.5% | 10,300 | -2.8% | 1.60% | -9.8% |
| Q2 2023 | $2,999,376 | +7.7% | 10,600 | -5.1% | 1.77% | +7.3% |
| Q1 2023 | $2,784,998 | +17.0% | 11,165 | 0.0% | 1.65% | +16.1% |
| Q4 2022 | $2,379,373 | -0.4% | 11,165 | 0.0% | 1.42% | -6.1% |
| Q3 2022 | $2,389,000 | -4.0% | 11,165 | 0.0% | 1.52% | +0.3% |
| Q2 2022 | $2,489,000 | -22.5% | 11,165 | 0.0% | 1.51% | -15.1% |
| Q1 2022 | $3,211,000 | -15.9% | 11,165 | -6.2% | 1.78% | -13.4% |
| Q4 2021 | $3,819,000 | +10.6% | 11,900 | 0.0% | 2.05% | +0.3% |
| Q3 2021 | $3,453,000 | -3.7% | 11,900 | -4.8% | 2.05% | -5.7% |
| Q2 2021 | $3,585,000 | -11.1% | 12,500 | -20.3% | 2.17% | -11.7% |
| Q1 2021 | $4,033,000 | +1.5% | 15,691 | 0.0% | 2.46% | -7.6% |
| Q4 2020 | $3,975,000 | +7.9% | 15,691 | -3.1% | 2.66% | +1.5% |
| Q3 2020 | $3,685,000 | -5.3% | 16,191 | -15.9% | 2.62% | -22.2% |
| Q2 2020 | $3,891,000 | +29.0% | 19,256 | +0.0% | 3.37% | +12.0% |
| Q1 2020 | $3,017,000 | -14.0% | 19,255 | 0.0% | 3.01% | +3.0% |
| Q4 2019 | $3,508,000 | +9.6% | 19,255 | 0.0% | 2.92% | +6.0% |
| Q3 2019 | $3,202,000 | +1.6% | 19,255 | -0.2% | 2.75% | +3.7% |
| Q2 2019 | $3,153,000 | +1.8% | 19,299 | -2.5% | 2.66% | -2.2% |
| Q1 2019 | $3,097,000 | +20.7% | 19,797 | +3.7% | 2.72% | +14.1% |
| Q4 2018 | $2,565,000 | – | 19,095 | – | 2.38% | – |
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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% |