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 | $72,353,758 | -5.2% | 265,703 | -1.5% | 0.87% | +7.5% |
| Q2 2023 | $76,341,979 | +12.2% | 269,797 | -1.1% | 0.81% | -3.1% |
| Q1 2023 | $68,033,787 | +28.6% | 272,746 | +9.9% | 0.84% | -54.7% |
| Q4 2022 | $52,891,873 | +2.5% | 248,190 | +2.9% | 1.85% | -9.3% |
| Q3 2022 | $51,585,000 | -0.9% | 241,110 | +3.3% | 2.04% | -2.1% |
| Q2 2022 | $52,028,000 | -24.2% | 233,423 | -2.1% | 2.09% | -13.4% |
| Q1 2022 | $68,599,000 | -18.8% | 238,523 | -9.4% | 2.41% | -14.7% |
| Q4 2021 | $84,475,000 | +8.9% | 263,244 | -1.5% | 2.82% | -1.0% |
| Q3 2021 | $77,539,000 | -0.9% | 267,219 | -2.1% | 2.85% | -7.2% |
| Q2 2021 | $78,281,000 | +10.6% | 272,936 | -0.8% | 3.07% | +0.5% |
| Q1 2021 | $70,748,000 | +1.3% | 275,240 | -0.2% | 3.06% | -6.1% |
| Q4 2020 | $69,840,000 | +10.7% | 275,679 | -0.5% | 3.26% | -0.6% |
| Q3 2020 | $63,091,000 | +9.5% | 277,191 | -2.8% | 3.28% | +5.1% |
| Q2 2020 | $57,603,000 | +38.6% | 285,036 | +7.5% | 3.12% | +9.1% |
| Q1 2020 | $41,561,000 | -25.0% | 265,245 | -12.8% | 2.86% | -34.4% |
| Q4 2019 | $55,421,000 | – | 304,227 | – | 4.35% | – |
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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% |