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 | $877,210 | -16.1% | 3,234 | -10.3% | 0.29% | -7.7% |
| Q2 2023 | $1,045,728 | -10.6% | 3,607 | -23.0% | 0.31% | -18.6% |
| Q1 2023 | $1,169,227 | +5.5% | 4,687 | -0.3% | 0.38% | +0.3% |
| Q4 2022 | $1,107,856 | -6.0% | 4,699 | -11.3% | 0.38% | -15.0% |
| Q3 2022 | $1,178,000 | +2.5% | 5,296 | +2.8% | 0.45% | -3.4% |
| Q2 2022 | $1,149,000 | -15.1% | 5,154 | +6.9% | 0.46% | -3.1% |
| Q1 2022 | $1,353,000 | -6.2% | 4,821 | +7.3% | 0.48% | -16.1% |
| Q4 2021 | $1,442,000 | +12.4% | 4,495 | +1.7% | 0.57% | -7.9% |
| Q3 2021 | $1,283,000 | +6.5% | 4,421 | +5.2% | 0.62% | +8.8% |
| Q2 2021 | $1,205,000 | +47.0% | 4,201 | +33.8% | 0.57% | +38.0% |
| Q1 2021 | $820,000 | +85.5% | 3,139 | +80.1% | 0.41% | +31.9% |
| Q4 2020 | $442,000 | – | 1,743 | – | 0.31% | – |
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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% |