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 | $1,402,785 | -3.3% | 5,047 | -1.5% | 0.16% | +1.2% |
| Q2 2023 | $1,450,743 | +5.0% | 5,124 | -7.8% | 0.16% | -3.6% |
| Q1 2023 | $1,381,240 | +9.2% | 5,559 | -5.9% | 0.17% | +3.7% |
| Q4 2022 | $1,264,515 | +7.6% | 5,905 | +12.8% | 0.16% | -5.8% |
| Q3 2022 | $1,175,000 | -0.8% | 5,237 | +1.7% | 0.17% | -2.8% |
| Q2 2022 | $1,185,000 | -13.9% | 5,148 | +5.1% | 0.18% | -6.9% |
| Q1 2022 | $1,377,000 | +0.1% | 4,896 | +9.9% | 0.19% | +1.1% |
| Q4 2021 | $1,375,000 | +54.0% | 4,455 | +44.7% | 0.19% | +30.8% |
| Q3 2021 | $893,000 | -2.6% | 3,079 | -3.7% | 0.14% | -6.5% |
| Q2 2021 | $917,000 | -0.4% | 3,197 | -4.6% | 0.15% | -10.5% |
| Q1 2021 | $921,000 | -2.5% | 3,350 | -10.2% | 0.17% | -20.5% |
| Q4 2020 | $945,000 | +20.1% | 3,729 | +7.9% | 0.22% | +0.9% |
| Q3 2020 | $787,000 | +2.5% | 3,456 | -9.1% | 0.21% | -16.5% |
| Q2 2020 | $768,000 | +15.5% | 3,802 | -4.1% | 0.26% | -12.7% |
| Q1 2020 | $665,000 | -19.4% | 3,963 | -10.6% | 0.29% | -18.2% |
| Q4 2019 | $825,000 | +14.9% | 4,432 | +2.0% | 0.36% | -10.5% |
| Q3 2019 | $718,000 | -1.6% | 4,344 | -1.4% | 0.40% | -25.6% |
| Q2 2019 | $730,000 | +5.8% | 4,404 | -0.2% | 0.54% | -0.2% |
| Q1 2019 | $690,000 | +20.8% | 4,413 | +3.9% | 0.54% | -0.2% |
| Q4 2018 | $571,000 | – | 4,249 | – | 0.54% | – |
Download | ||||||
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% |