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 | $9,410,295 | -2.7% | 34,557 | +1.1% | 6.17% | -2.2% |
| Q2 2023 | $9,674,731 | +25.6% | 34,191 | +10.7% | 6.31% | +7.8% |
| Q1 2023 | $7,703,212 | +24.7% | 30,882 | +6.5% | 5.85% | +20.0% |
| Q4 2022 | $6,178,242 | +5.2% | 28,991 | +5.6% | 4.88% | -3.7% |
| Q3 2022 | $5,875,000 | -2.5% | 27,458 | +1.5% | 5.06% | +3.7% |
| Q2 2022 | $6,027,000 | -9.5% | 27,040 | +1.7% | 4.89% | -7.5% |
| Q1 2022 | $6,660,000 | -34.6% | 26,579 | -16.3% | 5.28% | -27.3% |
| Q4 2021 | $10,190,000 | +12.2% | 31,753 | +1.4% | 7.27% | +0.9% |
| Q3 2021 | $9,084,000 | -2.0% | 31,307 | -3.1% | 7.20% | -4.4% |
| Q2 2021 | $9,270,000 | +9.7% | 32,321 | -1.7% | 7.53% | +0.9% |
| Q1 2021 | $8,453,000 | +0.9% | 32,886 | -0.6% | 7.46% | -2.5% |
| Q4 2020 | $8,379,000 | -0.9% | 33,074 | +0.6% | 7.65% | +2.5% |
| Q1 2012 | $8,453,000 | – | 32,886 | – | 7.46% | – |
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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% |