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 | $822,128 | -4.6% | 3,019 | -0.8% | 0.25% | -2.7% |
Q2 2023 | $861,321 | +34.2% | 3,044 | +18.3% | 0.26% | +26.2% |
Q1 2023 | $641,883 | +17.0% | 2,573 | 0.0% | 0.20% | -3.3% |
Q4 2022 | $548,401 | -20.1% | 2,573 | -19.8% | 0.21% | -25.9% |
Q3 2022 | $686,000 | -7.5% | 3,208 | -3.6% | 0.28% | -11.0% |
Q2 2022 | $742,000 | -26.2% | 3,327 | -4.8% | 0.32% | -8.9% |
Q1 2022 | $1,006,000 | -12.8% | 3,496 | -3.0% | 0.35% | -14.3% |
Q4 2021 | $1,154,000 | +17.3% | 3,603 | +6.3% | 0.41% | +2.8% |
Q3 2021 | $984,000 | +1.2% | 3,390 | +0.0% | 0.40% | -4.1% |
Q2 2021 | $972,000 | +7.3% | 3,389 | -3.9% | 0.41% | -6.6% |
Q1 2021 | $906,000 | +25.3% | 3,527 | +23.5% | 0.44% | +1.6% |
Q4 2020 | $723,000 | +8.9% | 2,855 | -2.1% | 0.43% | -11.6% |
Q3 2020 | $664,000 | +28.7% | 2,915 | +14.3% | 0.49% | +34.2% |
Q2 2020 | $516,000 | +42.1% | 2,551 | +10.1% | 0.37% | +37.1% |
Q1 2020 | $363,000 | +855.3% | 2,317 | +1019.3% | 0.27% | +853.6% |
Q4 2019 | $38,000 | – | 207 | – | 0.03% | – |
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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% |