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 | $66,201 | +48.9% | 243 | +54.8% | 0.01% | +40.0% |
Q2 2023 | $44,449 | -23.2% | 157 | -32.3% | 0.01% | -37.5% |
Q1 2023 | $57,886 | +17.1% | 232 | 0.0% | 0.02% | +6.7% |
Q4 2022 | $49,449 | -56.6% | 232 | -54.6% | 0.02% | -51.6% |
Q2 2022 | $114,000 | -21.9% | 511 | +0.6% | 0.03% | -18.4% |
Q1 2022 | $146,000 | +29.2% | 508 | +44.3% | 0.04% | +35.7% |
Q4 2021 | $113,000 | -4.2% | 352 | -14.1% | 0.03% | -17.6% |
Q2 2021 | $118,000 | +12.4% | 410 | 0.0% | 0.03% | -2.9% |
Q1 2021 | $105,000 | -10.3% | 410 | -10.9% | 0.04% | -61.1% |
Q4 2020 | $117,000 | – | 460 | – | 0.09% | – |
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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% |