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 | $1,252,584 | -32.9% | 4,600 | -30.3% | 0.33% | -26.4% |
| Q2 2023 | $1,866,067 | +16.6% | 6,595 | +2.8% | 0.44% | +8.0% |
| Q1 2023 | $1,600,807 | +12.9% | 6,418 | -3.6% | 0.41% | +2.8% |
| Q4 2022 | $1,418,492 | -16.4% | 6,656 | -16.1% | 0.40% | -26.6% |
| Q3 2022 | $1,696,838 | -8.5% | 7,931 | -4.6% | 0.54% | -6.2% |
| Q2 2022 | $1,854,000 | -23.2% | 8,317 | -0.9% | 0.58% | -7.2% |
| Q1 2022 | $2,414,000 | -12.1% | 8,395 | -1.9% | 0.63% | -11.1% |
| Q4 2021 | $2,747,000 | +24.1% | 8,560 | +12.2% | 0.70% | +6.0% |
| Q3 2021 | $2,213,000 | -6.0% | 7,628 | -7.1% | 0.66% | -2.4% |
| Q2 2021 | $2,354,000 | +17.5% | 8,207 | +5.3% | 0.68% | -2.0% |
| Q1 2021 | $2,003,000 | +19.9% | 7,791 | +18.1% | 0.69% | +17.4% |
| Q4 2020 | $1,671,000 | +25.3% | 6,595 | +12.5% | 0.59% | +12.8% |
| Q3 2020 | $1,334,000 | +26.8% | 5,861 | +12.6% | 0.52% | +11.7% |
| Q2 2020 | $1,052,000 | +15.7% | 5,205 | -10.3% | 0.47% | -7.1% |
| Q1 2020 | $909,000 | -17.9% | 5,801 | -4.5% | 0.50% | +7.4% |
| Q4 2019 | $1,107,000 | +19.8% | 6,074 | +9.3% | 0.47% | +15.5% |
| Q3 2019 | $924,000 | -5.7% | 5,559 | -7.3% | 0.41% | -10.0% |
| Q2 2019 | $980,000 | +14.0% | 5,998 | +9.1% | 0.45% | +8.1% |
| Q1 2019 | $860,000 | +1.9% | 5,497 | -12.5% | 0.42% | -18.4% |
| Q4 2018 | $844,000 | – | 6,283 | – | 0.51% | – |
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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% |