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 | $19,808,836 | -14.9% | 72,744 | -11.6% | 2.03% | -30.7% |
| Q2 2023 | $23,285,021 | -6.4% | 82,291 | -17.5% | 2.93% | -29.2% |
| Q1 2023 | $24,887,876 | -17.9% | 99,775 | -29.8% | 4.14% | -25.5% |
| Q4 2022 | $30,309,581 | +5.5% | 142,225 | +5.9% | 5.55% | -20.9% |
| Q3 2022 | $28,737,000 | +1.0% | 134,312 | +5.2% | 7.02% | +12.1% |
| Q2 2022 | $28,456,000 | -11.4% | 127,668 | +14.4% | 6.26% | -5.4% |
| Q1 2022 | $32,109,000 | +7.3% | 111,644 | +19.8% | 6.61% | +3.7% |
| Q4 2021 | $29,917,000 | +28.3% | 93,228 | +16.0% | 6.38% | +7.3% |
| Q3 2021 | $23,320,000 | +4.3% | 80,366 | +3.1% | 5.94% | -2.5% |
| Q2 2021 | $22,360,000 | +20994.3% | 77,962 | +14721.7% | 6.10% | +10787.5% |
| Q2 2020 | $106,000 | +29.3% | 526 | 0.0% | 0.06% | +1.8% |
| Q1 2020 | $82,000 | -14.6% | 526 | 0.0% | 0.06% | -6.8% |
| Q4 2019 | $96,000 | – | 526 | – | 0.06% | – |
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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% |