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 | $6,534,895 | +13.8% | 23,998 | +18.2% | 5.44% | +4.5% |
| Q2 2023 | $5,744,371 | +38.4% | 20,301 | +22.0% | 5.20% | +35.8% |
| Q1 2023 | $4,149,933 | +15.2% | 16,637 | -1.6% | 3.83% | +42.8% |
| Q4 2022 | $3,603,264 | -0.4% | 16,908 | 0.0% | 2.68% | -1.2% |
| Q3 2022 | $3,617,000 | +3.7% | 16,908 | +9.1% | 2.71% | -4.0% |
| Q2 2022 | $3,489,000 | -18.3% | 15,501 | +4.4% | 2.83% | +22.8% |
| Q1 2022 | $4,269,000 | -9.6% | 14,844 | +0.8% | 2.30% | -3.4% |
| Q4 2021 | $4,724,000 | +12.0% | 14,721 | +1.3% | 2.38% | -3.8% |
| Q3 2021 | $4,218,000 | +6.9% | 14,537 | +5.7% | 2.48% | +19.2% |
| Q2 2021 | $3,946,000 | +1.4% | 13,759 | -9.1% | 2.08% | -0.1% |
| Q1 2021 | $3,892,000 | +0.2% | 15,141 | -1.2% | 2.08% | -5.9% |
| Q4 2020 | $3,883,000 | +44.2% | 15,328 | +29.6% | 2.21% | +32.2% |
| Q3 2020 | $2,692,000 | +3.8% | 11,829 | -7.8% | 1.68% | +9.8% |
| Q2 2020 | $2,594,000 | – | 12,835 | – | 1.52% | – |
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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% |