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 | $21,673,533 | +12.3% | 79,591 | +16.7% | 2.00% | +8.8% |
| Q2 2023 | $19,294,298 | +47.7% | 68,187 | +30.2% | 1.84% | +36.6% |
| Q1 2023 | $13,060,632 | +99.6% | 52,360 | +70.5% | 1.34% | +77.4% |
| Q4 2022 | $6,544,100 | +205.4% | 30,708 | +206.6% | 0.76% | +194.9% |
| Q3 2022 | $2,143,000 | +0.8% | 10,017 | +5.0% | 0.26% | -1.9% |
| Q2 2022 | $2,126,000 | -17.6% | 9,540 | +6.4% | 0.26% | -12.7% |
| Q1 2022 | $2,579,000 | -5.5% | 8,966 | +5.4% | 0.30% | -12.8% |
| Q4 2021 | $2,729,000 | +22.3% | 8,504 | +10.6% | 0.34% | -0.9% |
| Q3 2021 | $2,231,000 | +73.8% | 7,688 | +71.7% | 0.35% | +72.6% |
| Q2 2021 | $1,284,000 | +9071.4% | 4,478 | +5047.1% | 0.20% | +1727.3% |
| Q3 2019 | $14,000 | – | 87 | – | 0.01% | – |
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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% |