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 | $35,774,394 | -3.0% | 131,374 | +0.8% | 7.76% | -5.6% |
| Q2 2023 | $36,883,652 | +14.1% | 130,349 | +0.6% | 8.22% | +1.9% |
| Q1 2023 | $32,312,798 | +30.5% | 129,541 | +11.5% | 8.06% | +13.6% |
| Q4 2022 | $24,751,951 | +6.6% | 116,146 | +7.0% | 7.10% | -7.7% |
| Q3 2022 | $23,219,000 | +6.4% | 108,525 | +10.8% | 7.69% | +3.7% |
| Q2 2022 | $21,823,000 | -11.1% | 97,909 | +14.7% | 7.42% | -3.4% |
| Q1 2022 | $24,543,000 | -3.9% | 85,337 | +7.2% | 7.68% | -8.1% |
| Q4 2021 | $25,547,000 | +12.7% | 79,611 | +1.9% | 8.36% | -3.0% |
| Q3 2021 | $22,668,000 | +5.7% | 78,119 | +4.5% | 8.62% | -5.9% |
| Q2 2021 | $21,447,000 | +19.4% | 74,779 | +7.0% | 9.16% | +4.4% |
| Q1 2021 | $17,968,000 | +10.6% | 69,905 | +9.0% | 8.78% | -3.6% |
| Q4 2020 | $16,250,000 | – | 64,142 | – | 9.11% | – |
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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% |