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 | $28,773,914 | -4.3% | 105,666 | -0.6% | 7.56% | -3.1% |
| Q2 2023 | $30,072,866 | +14.9% | 106,280 | +1.3% | 7.80% | +3.9% |
| Q1 2023 | $26,179,238 | +16.7% | 104,952 | -0.3% | 7.51% | +6.8% |
| Q4 2022 | $22,440,218 | -8.7% | 105,299 | -8.4% | 7.04% | -16.9% |
| Q3 2022 | $24,583,000 | +10.1% | 114,898 | +14.7% | 8.47% | +10.3% |
| Q2 2022 | $22,321,000 | -17.7% | 100,145 | +6.1% | 7.68% | -4.7% |
| Q1 2022 | $27,137,000 | +3.3% | 94,356 | +15.3% | 8.05% | -6.0% |
| Q4 2021 | $26,262,000 | +16.5% | 81,840 | +5.3% | 8.57% | +5.2% |
| Q3 2021 | $22,547,000 | -0.6% | 77,703 | -1.8% | 8.15% | -0.9% |
| Q2 2021 | $22,689,000 | +12.3% | 79,108 | +0.6% | 8.22% | +3.3% |
| Q1 2021 | $20,211,000 | +10.5% | 78,627 | +8.9% | 7.96% | -9.3% |
| Q4 2020 | $18,287,000 | +14.9% | 72,181 | +3.3% | 8.77% | -4.5% |
| Q3 2020 | $15,911,000 | +10.4% | 69,904 | -1.9% | 9.19% | +3.1% |
| Q2 2020 | $14,406,000 | +41.9% | 71,284 | +10.0% | 8.91% | +10.9% |
| Q1 2020 | $10,154,000 | -16.1% | 64,806 | -2.5% | 8.04% | +11.3% |
| Q4 2019 | $12,105,000 | – | 66,450 | – | 7.22% | – |
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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% |