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 | $19,817,087 | -5.1% | 72,774 | -1.3% | 8.33% | -2.1% |
| Q2 2023 | $20,871,129 | +10.2% | 73,760 | -2.8% | 8.51% | +5.9% |
| Q1 2023 | $18,935,239 | +109988.6% | 75,911 | -5.9% | 8.04% | +4.3% |
| Q4 2022 | $17,200 | -99.9% | 80,707 | -0.1% | 7.71% | -5.4% |
| Q3 2022 | $17,293,000 | -2.5% | 80,825 | +1.5% | 8.15% | +1.7% |
| Q2 2022 | $17,742,000 | -25.3% | 79,601 | -3.6% | 8.01% | -16.6% |
| Q1 2022 | $23,759,000 | +1.9% | 82,612 | +1.1% | 9.60% | +2.3% |
| Q4 2021 | $23,327,000 | +4.6% | 81,730 | +6.3% | 9.39% | -0.3% |
| Q3 2021 | $22,300,000 | -5.7% | 76,852 | -6.8% | 9.41% | -6.6% |
| Q2 2021 | $23,649,000 | +15.0% | 82,455 | +3.1% | 10.08% | +6.9% |
| Q1 2021 | $20,565,000 | -3.8% | 80,007 | -5.2% | 9.43% | -2.7% |
| Q4 2020 | $21,374,000 | +16.1% | 84,370 | +4.3% | 9.70% | +5.8% |
| Q3 2020 | $18,411,000 | +15.0% | 80,890 | +2.1% | 9.17% | +7.3% |
| Q2 2020 | $16,016,000 | +31.9% | 79,253 | +2.2% | 8.54% | +15.8% |
| Q1 2020 | $12,147,000 | -11.6% | 77,522 | +2.8% | 7.38% | -0.6% |
| Q4 2019 | $13,734,000 | +15.6% | 75,393 | +5.5% | 7.42% | +4.4% |
| Q3 2019 | $11,884,000 | +5.9% | 71,472 | +4.1% | 7.10% | +2.1% |
| Q2 2019 | $11,219,000 | +16.1% | 68,664 | +11.1% | 6.96% | +5.6% |
| Q1 2019 | $9,664,000 | +23.6% | 61,783 | +6.2% | 6.59% | +5.9% |
| Q4 2018 | $7,816,000 | – | 58,183 | – | 6.22% | – |
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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% |