VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $9,378,524 | +128974.1% | 37,212 | +20.5% | 5.06% | +22.6% |
| Q4 2022 | $7,266 | -99.9% | 30,886 | +7.5% | 4.12% | +1.3% |
| Q3 2022 | $6,398,000 | +2.8% | 28,724 | +2.9% | 4.07% | +1.6% |
| Q2 2022 | $6,222,000 | -14.4% | 27,916 | +10.4% | 4.01% | -5.5% |
| Q1 2022 | $7,270,000 | -6.7% | 25,279 | +4.1% | 4.24% | -2.3% |
| Q4 2021 | $7,790,000 | +1.0% | 24,275 | -0.4% | 4.34% | -1.4% |
| Q3 2021 | $7,711,000 | +13.7% | 24,372 | +3.1% | 4.40% | +10.3% |
| Q2 2021 | $6,779,000 | +11.2% | 23,634 | -0.4% | 3.99% | +2.4% |
| Q1 2021 | $6,097,000 | +2.4% | 23,720 | +0.9% | 3.90% | -3.5% |
| Q4 2020 | $5,957,000 | +8.1% | 23,515 | -2.9% | 4.04% | -3.8% |
| Q3 2020 | $5,513,000 | +15.2% | 24,220 | +2.3% | 4.20% | +5.8% |
| Q2 2020 | $4,785,000 | – | 23,679 | – | 3.97% | – |
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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% |