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 | $445,227 | -3.8% | 1,635 | 0.0% | 0.14% | -10.3% |
| Q2 2023 | $462,640 | +13.4% | 1,635 | 0.0% | 0.16% | 0.0% |
| Q1 2023 | $407,834 | +17.3% | 1,635 | +0.6% | 0.16% | -29.9% |
| Q4 2022 | $347,669 | -0.1% | 1,625 | 0.0% | 0.22% | 0.0% |
| Q3 2022 | $348,000 | +0.9% | 1,625 | +4.8% | 0.22% | +0.9% |
| Q2 2022 | $345,000 | -33.1% | 1,550 | -3.6% | 0.22% | -26.0% |
| Q4 2021 | $516,000 | +22.6% | 1,608 | +10.9% | 0.30% | +12.1% |
| Q3 2021 | $421,000 | +1.2% | 1,450 | 0.0% | 0.26% | +26.9% |
| Q2 2021 | $416,000 | +37.7% | 1,450 | +21.2% | 0.21% | +38.7% |
| Q4 2020 | $302,000 | +40.5% | 1,196 | +12.5% | 0.15% | +15.4% |
| Q2 2020 | $215,000 | – | 1,063 | – | 0.13% | – |
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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% |