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 | $5,736,714 | +54.7% | 19,886 | +50.9% | 2.25% | +65.0% |
| Q2 2023 | $3,708,876 | +68.0% | 13,174 | +50.4% | 1.36% | +55.9% |
| Q1 2023 | $2,207,027 | +53.5% | 8,757 | +37.4% | 0.88% | +15.6% |
| Q4 2022 | $1,437,906 | +0.2% | 6,372 | -2.1% | 0.76% | -6.1% |
| Q3 2022 | $1,435,000 | -11.5% | 6,506 | +3.6% | 0.81% | -6.0% |
| Q2 2022 | $1,621,000 | +6.4% | 6,277 | +4.6% | 0.86% | +0.9% |
| Q1 2022 | $1,523,000 | -5.9% | 6,001 | +6.9% | 0.85% | -44.1% |
| Q4 2021 | $1,618,000 | -8.8% | 5,616 | +2.0% | 1.52% | -6.6% |
| Q3 2021 | $1,774,000 | -91.0% | 5,508 | -91.7% | 1.62% | -62.5% |
| Q2 2021 | $19,816,000 | +12.2% | 66,710 | +4.7% | 4.33% | -17.1% |
| Q1 2021 | $17,654,000 | +19.7% | 63,743 | +9.9% | 5.23% | +16.2% |
| Q4 2020 | $14,752,000 | +22.6% | 57,985 | +11.1% | 4.50% | -8.6% |
| Q3 2020 | $12,037,000 | – | 52,209 | – | 4.92% | – |
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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% |