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 | $212,135 | -3.8% | 779 | 0.0% | 0.12% | -4.1% |
| Q2 2023 | $220,405 | +0.6% | 779 | +2.5% | 0.12% | -19.6% |
| Q1 2022 | $219,000 | -8.8% | 760 | +1.6% | 0.15% | -6.7% |
| Q4 2021 | $240,000 | -74.8% | 748 | -77.2% | 0.16% | -52.3% |
| Q3 2021 | $953,000 | +1.6% | 3,283 | +0.5% | 0.34% | -10.9% |
| Q2 2021 | $938,000 | +17.1% | 3,267 | +4.8% | 0.39% | -12.1% |
| Q1 2021 | $801,000 | +0.5% | 3,116 | -0.9% | 0.44% | -13.8% |
| Q4 2020 | $797,000 | – | 3,145 | – | 0.51% | – |
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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% |