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 | $359,177 | -3.8% | 1,319 | 0.0% | 0.11% | +0.9% |
| Q2 2023 | $373,224 | +16.5% | 1,319 | +2.7% | 0.11% | +14.9% |
| Q1 2023 | $320,281 | +17.0% | 1,284 | 0.0% | 0.09% | +6.8% |
| Q4 2022 | $273,633 | -34.2% | 1,284 | -33.9% | 0.09% | -43.6% |
| Q3 2022 | $416,000 | -66.7% | 1,943 | -65.3% | 0.16% | -65.6% |
| Q2 2022 | $1,248,000 | -12.1% | 5,597 | +13.5% | 0.45% | -23.6% |
| Q1 2022 | $1,419,000 | -87.8% | 4,933 | -86.3% | 0.59% | -87.0% |
| Q4 2021 | $11,593,000 | +1490.3% | 36,126 | +1338.7% | 4.58% | +1362.3% |
| Q3 2021 | $729,000 | +11.3% | 2,511 | +9.9% | 0.31% | -12.8% |
| Q2 2021 | $655,000 | +7.2% | 2,284 | -3.9% | 0.36% | +1.1% |
| Q1 2021 | $611,000 | – | 2,377 | – | 0.36% | – |
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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% |