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 | $16,292,424 | -3.2% | 59,830 | +0.6% | 5.31% | -0.8% |
| Q2 2023 | $16,826,792 | +13.5% | 59,467 | +0.1% | 5.36% | +8.8% |
| Q1 2023 | $14,823,587 | +11.6% | 59,427 | -4.6% | 4.92% | +3.2% |
| Q4 2022 | $13,281,064 | +0.4% | 62,320 | +0.8% | 4.77% | -5.2% |
| Q3 2022 | $13,226,000 | -5.8% | 61,819 | -1.8% | 5.03% | +0.5% |
| Q2 2022 | $14,033,000 | -21.6% | 62,957 | +1.2% | 5.01% | -12.3% |
| Q1 2022 | $17,899,000 | -5.0% | 62,236 | +6.0% | 5.71% | -2.9% |
| Q4 2021 | $18,833,000 | +13.5% | 58,689 | +2.7% | 5.88% | +6.2% |
| Q3 2021 | $16,586,000 | -3.2% | 57,160 | -4.3% | 5.54% | +0.8% |
| Q2 2021 | $17,139,000 | +16.6% | 59,759 | +4.5% | 5.49% | +6.7% |
| Q1 2021 | $14,698,000 | +12.4% | 57,182 | +10.7% | 5.15% | +3.0% |
| Q4 2020 | $13,080,000 | +13.1% | 51,632 | +1.6% | 5.00% | +5.5% |
| Q3 2020 | $11,568,000 | +15.1% | 50,822 | +2.2% | 4.74% | +1.4% |
| Q2 2020 | $10,047,000 | +36.8% | 49,714 | +6.1% | 4.67% | +17.2% |
| Q1 2020 | $7,345,000 | -17.3% | 46,874 | -3.9% | 3.99% | +3.7% |
| Q4 2019 | $8,883,000 | +8.2% | 48,762 | -1.2% | 3.84% | -1.5% |
| Q3 2019 | $8,210,000 | +0.8% | 49,373 | -0.9% | 3.90% | +0.4% |
| Q2 2019 | $8,143,000 | +8.1% | 49,840 | +3.5% | 3.89% | +2.4% |
| Q1 2019 | $7,535,000 | +25.5% | 48,174 | +7.8% | 3.80% | +9.5% |
| Q4 2018 | $6,004,000 | – | 44,699 | – | 3.47% | – |
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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% |