VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $836,343 | -4.7% | 3,071 | -1.0% | 0.39% | -0.3% |
| Q2 2023 | $877,527 | +9.5% | 3,101 | -3.5% | 0.39% | +2.6% |
| Q1 2023 | $801,248 | +17.1% | 3,212 | 0.0% | 0.38% | +14.7% |
| Q4 2022 | $684,533 | -0.4% | 3,212 | 0.0% | 0.33% | -18.9% |
| Q3 2022 | $687,000 | -4.1% | 3,212 | 0.0% | 0.41% | -2.1% |
| Q2 2022 | $716,000 | -22.3% | 3,212 | +0.2% | 0.42% | -13.4% |
| Q1 2022 | $922,000 | -10.1% | 3,207 | +0.3% | 0.49% | -1.2% |
| Q4 2021 | $1,026,000 | +10.6% | 3,197 | 0.0% | 0.49% | +4.5% |
| Q3 2021 | $928,000 | +1.2% | 3,197 | 0.0% | 0.47% | -3.5% |
| Q2 2021 | $917,000 | +9.0% | 3,197 | -2.3% | 0.49% | -1.6% |
| Q1 2021 | $841,000 | -6.9% | 3,273 | -8.1% | 0.50% | -12.7% |
| Q4 2020 | $903,000 | +8.9% | 3,563 | -2.2% | 0.57% | -6.1% |
| Q3 2020 | $829,000 | +11.3% | 3,642 | -1.2% | 0.60% | +5.0% |
| Q2 2020 | $745,000 | +29.3% | 3,688 | +0.4% | 0.58% | +8.7% |
| Q1 2020 | $576,000 | -52.4% | 3,674 | -44.7% | 0.53% | -39.9% |
| Q4 2019 | $1,210,000 | – | 6,642 | – | 0.88% | – |
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% |