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 | $35,132,387 | -9.7% | 125,841 | -9.4% | 20.13% | -6.9% |
Q2 2023 | $38,924,368 | +11.1% | 138,951 | -1.1% | 21.63% | +9.0% |
Q1 2023 | $35,044,541 | +16.7% | 140,493 | +1.1% | 19.85% | +13.4% |
Q4 2022 | $30,019,995 | +16.4% | 138,969 | +15.1% | 17.50% | +9.4% |
Q3 2022 | $25,790,000 | -5.7% | 120,702 | +0.3% | 16.01% | +0.4% |
Q2 2022 | $27,357,000 | -13.6% | 120,286 | +2.6% | 15.94% | -4.8% |
Q1 2022 | $31,675,000 | +4.2% | 117,221 | +6.0% | 16.75% | -2.7% |
Q4 2021 | $30,390,000 | -15.8% | 110,586 | -5.2% | 17.20% | -12.8% |
Q3 2021 | $36,099,000 | +10.7% | 116,678 | +2.6% | 19.73% | +3.7% |
Q2 2021 | $32,620,000 | +8.0% | 113,733 | +2.5% | 19.03% | +2.8% |
Q1 2021 | $30,198,000 | +0.8% | 110,965 | -4.1% | 18.52% | -2.2% |
Q4 2020 | $29,958,000 | +6.4% | 115,747 | -1.1% | 18.94% | -3.9% |
Q3 2020 | $28,163,000 | +20.7% | 117,001 | +6.9% | 19.71% | +5.4% |
Q2 2020 | $23,336,000 | +13.9% | 109,427 | -4.1% | 18.69% | +0.4% |
Q1 2020 | $20,480,000 | +15.5% | 114,067 | +26.9% | 18.61% | +21.3% |
Q4 2019 | $17,734,000 | – | 89,881 | – | 15.34% | – |
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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% |