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 | $28,850 | +24.4% | 105,944 | +13.9% | 9.85% | +21.9% |
Q1 2023 | $23,197 | +45.4% | 92,997 | +24.2% | 8.08% | +37.0% |
Q4 2022 | $15,951 | -99.5% | 74,847 | +415.8% | 5.90% | +316.4% |
Q3 2022 | $3,104,000 | +9.3% | 14,512 | +13.8% | 1.42% | +12.1% |
Q2 2022 | $2,841,000 | -17.3% | 12,748 | +6.7% | 1.26% | -7.3% |
Q1 2022 | $3,435,000 | -5.0% | 11,943 | +6.0% | 1.36% | -0.3% |
Q4 2021 | $3,616,000 | +551.5% | 11,269 | +421.7% | 1.37% | +438.6% |
Q1 2021 | $555,000 | +124.7% | 2,160 | +121.3% | 0.25% | +96.9% |
Q4 2020 | $247,000 | – | 976 | – | 0.13% | – |
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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% |