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 | $315,063 | -3.8% | 1,157 | 0.0% | 0.09% | +6.0% |
Q2 2023 | $327,385 | +6.4% | 1,157 | -6.2% | 0.08% | +5.1% |
Q1 2023 | $307,560 | +3.2% | 1,233 | -11.8% | 0.08% | +2.6% |
Q4 2022 | $297,928 | -10.3% | 1,398 | -9.9% | 0.08% | -14.4% |
Q3 2022 | $332,000 | -4.0% | 1,552 | 0.0% | 0.09% | -6.2% |
Q2 2022 | $346,000 | -37.4% | 1,552 | -19.3% | 0.10% | -39.2% |
Q1 2022 | $553,000 | -3.7% | 1,922 | +7.5% | 0.16% | -4.2% |
Q4 2021 | $574,000 | +1451.4% | 1,788 | +1010.6% | 0.16% | +650.0% |
Q3 2020 | $37,000 | – | 161 | – | 0.02% | – |
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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% |