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 | $1,740,100 | +3.6% | 6,390 | +7.7% | 0.69% | +4.7% |
| Q2 2023 | $1,678,823 | +37.9% | 5,933 | +21.6% | 0.66% | +30.2% |
| Q1 2023 | $1,217,018 | +25.9% | 4,879 | +7.6% | 0.50% | +17.0% |
| Q4 2022 | $966,667 | +28.7% | 4,536 | +29.2% | 0.43% | +1.2% |
| Q3 2022 | $751,000 | +12.6% | 3,510 | +17.2% | 0.42% | +18.1% |
| Q2 2022 | $667,000 | -15.9% | 2,994 | +8.5% | 0.36% | +16.5% |
| Q1 2022 | $793,000 | -10.8% | 2,759 | -0.4% | 0.31% | -6.1% |
| Q4 2021 | $889,000 | +14.9% | 2,771 | +3.9% | 0.33% | +4.1% |
| Q3 2021 | $774,000 | -1.5% | 2,668 | -2.6% | 0.32% | -5.4% |
| Q2 2021 | $786,000 | +77.0% | 2,739 | +58.5% | 0.33% | +70.4% |
| Q1 2021 | $444,000 | +38.8% | 1,728 | +36.7% | 0.20% | +30.7% |
| Q4 2020 | $320,000 | – | 1,264 | – | 0.15% | – |
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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% |