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 | $7,923,886 | -5.6% | 29,097 | -1.9% | 2.50% | -4.1% |
| Q2 2023 | $8,395,230 | +122.9% | 29,670 | +96.5% | 2.61% | +2.7% |
| Q1 2023 | $3,766,476 | +13.6% | 15,100 | -2.5% | 2.54% | +0.6% |
| Q3 2022 | $3,315,000 | -5.4% | 15,493 | -1.4% | 2.52% | -2.2% |
| Q2 2022 | $3,504,000 | -62.4% | 15,719 | -51.4% | 2.58% | -10.1% |
| Q1 2022 | $9,310,000 | +71.0% | 32,372 | +90.9% | 2.87% | -17.1% |
| Q4 2021 | $5,443,000 | -55.4% | 16,962 | -59.7% | 3.46% | -16.3% |
| Q3 2021 | $12,210,000 | +77.5% | 42,078 | +75.4% | 4.14% | -13.8% |
| Q2 2021 | $6,879,000 | +3.3% | 23,983 | -7.5% | 4.80% | -2.5% |
| Q1 2021 | $6,662,000 | -2.1% | 25,920 | -3.5% | 4.92% | -3.4% |
| Q4 2020 | $6,806,000 | +4.3% | 26,867 | -6.3% | 5.09% | -2.1% |
| Q3 2020 | $6,523,000 | +5.5% | 28,663 | -53.1% | 5.20% | +2.2% |
| Q2 2020 | $6,181,000 | +26.3% | 61,093 | +95.7% | 5.09% | +6.9% |
| Q1 2020 | $4,892,000 | -22.1% | 31,220 | -9.5% | 4.76% | -3.7% |
| Q4 2019 | $6,282,000 | – | 34,481 | – | 4.94% | – |
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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% |