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 | $10,563,296 | -5.8% | 38,791 | -2.1% | 10.22% | -1.4% |
| Q2 2023 | $11,208,222 | +12.4% | 39,611 | -0.9% | 10.37% | +5.3% |
| Q1 2023 | $9,974,014 | +15.8% | 39,986 | -1.0% | 9.84% | +12.1% |
| Q4 2022 | $8,611,695 | +4.0% | 40,410 | +4.5% | 8.78% | +1.9% |
| Q3 2022 | $8,277,000 | -3.2% | 38,686 | +0.8% | 8.61% | +2.9% |
| Q2 2022 | $8,554,000 | -18.4% | 38,377 | +5.3% | 8.37% | -4.4% |
| Q1 2022 | $10,486,000 | -9.3% | 36,460 | +1.2% | 8.76% | -2.7% |
| Q4 2021 | $11,558,000 | +7.3% | 36,017 | -3.0% | 8.99% | -0.2% |
| Q3 2021 | $10,776,000 | +0.1% | 37,137 | -1.1% | 9.02% | -1.3% |
| Q2 2021 | $10,766,000 | +12.4% | 37,538 | +0.8% | 9.14% | +4.1% |
| Q1 2021 | $9,576,000 | +1.6% | 37,253 | +0.1% | 8.78% | +0.3% |
| Q4 2020 | $9,426,000 | – | 37,205 | – | 8.76% | – |
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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% |