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 | $800,842 | -12.0% | 2,941 | -8.6% | 0.58% | -2.0% |
| Q2 2023 | $910,531 | +13.4% | 3,218 | 0.0% | 0.60% | -1.0% |
| Q1 2023 | $802,656 | +14.6% | 3,218 | -2.1% | 0.60% | +8.5% |
| Q4 2022 | $700,352 | -1.1% | 3,286 | -0.7% | 0.55% | -12.8% |
| Q3 2022 | $708,000 | -3.4% | 3,310 | +0.7% | 0.64% | +16.7% |
| Q2 2022 | $733,000 | -21.6% | 3,287 | +1.1% | 0.54% | -9.6% |
| Q1 2022 | $935,000 | -13.9% | 3,252 | -3.9% | 0.60% | -6.4% |
| Q4 2021 | $1,086,000 | +12.2% | 3,383 | +0.3% | 0.64% | +6.3% |
| Q2 2021 | $968,000 | +9.4% | 3,374 | -2.1% | 0.60% | -10.5% |
| Q1 2021 | $885,000 | -19.3% | 3,445 | -20.4% | 0.68% | -26.6% |
| Q4 2020 | $1,097,000 | – | 4,329 | – | 0.92% | – |
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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% |