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 | $2,210 | +7.6% | 8,116 | -1.4% | 0.92% | -0.9% |
| Q1 2023 | $2,053 | +25.8% | 8,229 | +7.5% | 0.93% | +35.9% |
| Q4 2022 | $1,632 | -99.9% | 7,658 | -4.9% | 0.68% | -15.8% |
| Q3 2022 | $1,723,000 | -4.0% | 8,052 | 0.0% | 0.81% | +1.8% |
| Q2 2022 | $1,795,000 | -22.5% | 8,052 | 0.0% | 0.80% | -16.9% |
| Q1 2022 | $2,316,000 | -12.3% | 8,052 | -2.2% | 0.96% | +1.2% |
| Q4 2021 | $2,642,000 | +13.1% | 8,232 | +2.2% | 0.95% | -4.3% |
| Q3 2021 | $2,336,000 | +12.6% | 8,052 | -0.2% | 0.99% | +0.7% |
| Q1 2021 | $2,074,000 | +1.5% | 8,068 | 0.0% | 0.98% | -7.3% |
| Q4 2020 | $2,044,000 | +11.5% | 8,068 | +0.2% | 1.06% | +2.4% |
| Q3 2020 | $1,833,000 | +12.9% | 8,052 | +0.3% | 1.04% | +6.6% |
| Q2 2020 | $1,623,000 | +29.0% | 8,030 | 0.0% | 0.97% | +10.3% |
| Q1 2020 | $1,258,000 | -13.8% | 8,030 | +0.2% | 0.88% | -9.4% |
| Q4 2019 | $1,459,000 | – | 8,010 | – | 0.97% | – |
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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% |