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 | $1,674,707 | -7.6% | 6,150 | -4.0% | 0.59% | -6.6% |
| Q2 2023 | $1,812,925 | +25.6% | 6,407 | +10.7% | 0.63% | +19.0% |
| Q1 2023 | $1,443,509 | +17.3% | 5,787 | +0.2% | 0.53% | +8.6% |
| Q4 2022 | $1,231,136 | +158.1% | 5,777 | +159.3% | 0.49% | +112.1% |
| Q3 2022 | $477,000 | -44.9% | 2,228 | -42.6% | 0.23% | -44.3% |
| Q2 2022 | $865,000 | – | 3,881 | – | 0.42% | – |
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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% |