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 | $1,050,570 | +29.8% | 3,858 | +34.8% | 0.71% | +34.1% |
| Q2 2023 | $809,519 | +12.5% | 2,861 | -0.9% | 0.53% | +2.9% |
| Q1 2023 | $719,830 | +17.1% | 2,886 | 0.0% | 0.52% | +10.5% |
| Q4 2022 | $614,962 | -0.3% | 2,886 | 0.0% | 0.47% | -5.1% |
| Q3 2022 | $617,000 | -5.9% | 2,886 | -2.0% | 0.49% | +0.2% |
| Q2 2022 | $656,000 | -23.1% | 2,945 | -0.7% | 0.49% | -14.8% |
| Q1 2022 | $853,000 | -14.1% | 2,965 | -4.1% | 0.58% | -4.2% |
| Q4 2021 | $993,000 | +6.9% | 3,093 | -3.4% | 0.60% | -19.0% |
| Q3 2021 | $929,000 | -1.5% | 3,203 | -2.6% | 0.74% | +14.3% |
| Q2 2021 | $943,000 | +11.6% | 3,288 | 0.0% | 0.65% | +2.0% |
| Q1 2021 | $845,000 | -11.5% | 3,288 | -12.8% | 0.64% | -16.4% |
| Q4 2020 | $955,000 | +10.0% | 3,769 | -1.2% | 0.76% | -3.2% |
| Q3 2020 | $868,000 | +8.8% | 3,815 | -3.4% | 0.79% | -0.8% |
| Q2 2020 | $798,000 | +27.3% | 3,949 | -1.4% | 0.79% | +6.6% |
| Q1 2020 | $627,000 | -14.0% | 4,004 | +0.0% | 0.74% | +4.4% |
| Q4 2019 | $729,000 | – | 4,003 | – | 0.71% | – |
Download | ||||||
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% |