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 | $53,840,891 | +2.4% | 197,719 | +6.4% | 12.28% | +4.0% |
Q2 2023 | $52,568,817 | +26.5% | 185,782 | +11.5% | 11.80% | +16.5% |
Q1 2023 | $41,543,859 | +16.0% | 166,549 | -0.9% | 10.14% | -0.8% |
Q4 2022 | $35,799,792 | +31.6% | 167,987 | +32.1% | 10.22% | +4.1% |
Q3 2022 | $27,197,000 | -16.6% | 127,120 | -13.1% | 9.82% | -19.2% |
Q2 2022 | $32,620,000 | -21.8% | 146,352 | -3.1% | 12.15% | -11.1% |
Q1 2022 | $41,725,000 | +3.7% | 151,100 | +5.0% | 13.67% | -6.3% |
Q4 2021 | $40,237,000 | +2.3% | 143,926 | +6.2% | 14.60% | -4.4% |
Q3 2021 | $39,317,000 | +4.4% | 135,497 | +3.2% | 15.27% | -1.3% |
Q2 2021 | $37,647,000 | +13.4% | 131,261 | +9.5% | 15.47% | +5.6% |
Q1 2021 | $33,202,000 | +31.4% | 119,917 | +20.3% | 14.66% | +8.1% |
Q4 2020 | $25,264,000 | +27.4% | 99,723 | +19.3% | 13.55% | +6.1% |
Q3 2020 | $19,837,000 | +61.7% | 83,578 | +37.7% | 12.77% | +30.6% |
Q2 2020 | $12,265,000 | +89.3% | 60,689 | +46.8% | 9.78% | +37.9% |
Q1 2020 | $6,478,000 | +10.3% | 41,342 | +28.2% | 7.09% | +25.7% |
Q4 2019 | $5,875,000 | – | 32,249 | – | 5.64% | – |
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% |