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 | $311,795 | -3.8% | 1,145 | 0.0% | 0.31% | +4.7% |
Q2 2023 | $323,989 | +13.4% | 1,145 | 0.0% | 0.30% | +3.5% |
Q1 2023 | $285,609 | +17.0% | 1,145 | 0.0% | 0.29% | -23.1% |
Q4 2022 | $244,011 | -0.4% | 1,145 | 0.0% | 0.37% | +41.4% |
Q3 2022 | $245,000 | -18.3% | 1,145 | -14.9% | 0.26% | -18.8% |
Q2 2022 | $300,000 | -22.5% | 1,346 | 0.0% | 0.32% | -9.7% |
Q1 2022 | $387,000 | -12.8% | 1,346 | -2.8% | 0.36% | -7.9% |
Q4 2021 | $444,000 | – | 1,385 | – | 0.39% | – |
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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% |