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 | $301,495 | -3.8% | 1,107 | 0.0% | 0.04% | -2.2% |
| Q2 2023 | $313,278 | +14.1% | 1,107 | +0.5% | 0.04% | +2.3% |
| Q1 2023 | $274,663 | +14.5% | 1,101 | -2.2% | 0.04% | +4.8% |
| Q4 2022 | $239,981 | -0.4% | 1,126 | +0.1% | 0.04% | -17.6% |
| Q3 2022 | $241,000 | -4.0% | 1,125 | 0.0% | 0.05% | -8.9% |
| Q2 2022 | $251,000 | -31.8% | 1,125 | -12.0% | 0.06% | -23.3% |
| Q1 2022 | $368,000 | -10.0% | 1,278 | +0.2% | 0.07% | -11.0% |
| Q4 2021 | $409,000 | +10.8% | 1,275 | +0.2% | 0.08% | +5.1% |
| Q3 2021 | $369,000 | +1.4% | 1,272 | +0.2% | 0.08% | -7.1% |
| Q2 2021 | $364,000 | +11.7% | 1,269 | 0.0% | 0.08% | -2.3% |
| Q1 2021 | $326,000 | +15.6% | 1,269 | +14.1% | 0.09% | +4.9% |
| Q4 2020 | $282,000 | +11.5% | 1,112 | 0.0% | 0.08% | -13.7% |
| Q3 2020 | $253,000 | +12.4% | 1,112 | 0.0% | 0.10% | -3.1% |
| Q2 2020 | $225,000 | +10.3% | 1,112 | -0.9% | 0.10% | -7.5% |
| Q4 2019 | $204,000 | – | 1,122 | – | 0.11% | – |
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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% |