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 | $861,913 | +20.9% | 3,165 | +25.6% | 0.46% | +19.6% |
| Q2 2023 | $713,109 | +66.7% | 2,520 | +46.9% | 0.38% | +46.7% |
| Q1 2023 | $427,790 | -5.1% | 1,715 | -18.9% | 0.26% | -11.8% |
| Q4 2022 | $450,728 | -0.5% | 2,115 | 0.0% | 0.30% | -9.8% |
| Q3 2022 | $453,000 | -25.5% | 2,115 | 0.0% | 0.33% | -13.9% |
| Q1 2022 | $608,000 | -10.5% | 2,115 | 0.0% | 0.38% | -5.0% |
| Q4 2021 | $679,000 | +10.6% | 2,115 | -12.8% | 0.40% | -28.0% |
| Q4 2020 | $614,000 | – | 2,425 | – | 0.56% | – |
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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% |