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 | $2,477,353 | -5.4% | 9,098 | -1.7% | 0.84% | -5.7% |
| Q2 2023 | $2,617,760 | +12.2% | 9,251 | -4.1% | 0.90% | +11.7% |
| Q1 2023 | $2,332,970 | +30.8% | 9,643 | +15.2% | 0.80% | +17.6% |
| Q4 2022 | $1,784,058 | +234.1% | 8,372 | +231.7% | 0.68% | +177.2% |
| Q3 2022 | $534,000 | -35.4% | 2,524 | -1.9% | 0.25% | +6.5% |
| Q2 2022 | $827,000 | +26.6% | 2,574 | +11.2% | 0.23% | -25.7% |
| Q1 2022 | $653,000 | -18.6% | 2,315 | -7.4% | 0.31% | -5.5% |
| Q4 2021 | $802,000 | – | 2,499 | – | 0.33% | – |
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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% |