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 | $425,204 | -2.3% | 1,552 | +0.9% | 0.15% | +0.7% |
Q2 2023 | $435,235 | +11.0% | 1,538 | -2.2% | 0.15% | +8.7% |
Q1 2023 | $392,076 | +12.1% | 1,572 | +0.2% | 0.14% | +5.3% |
Q4 2022 | $349,856 | +4.1% | 1,569 | 0.0% | 0.13% | -9.0% |
Q3 2022 | $336,000 | -6.4% | 1,569 | -2.5% | 0.14% | -0.7% |
Q2 2022 | $359,000 | -18.2% | 1,609 | 0.0% | 0.14% | -6.5% |
Q1 2022 | $439,000 | -18.4% | 1,609 | -3.9% | 0.16% | -22.1% |
Q4 2021 | $538,000 | +10.7% | 1,675 | 0.0% | 0.20% | -10.0% |
Q3 2021 | $486,000 | +1.2% | 1,675 | 0.0% | 0.22% | -6.0% |
Q2 2021 | $480,000 | +15.9% | 1,675 | +4.1% | 0.24% | -5.6% |
Q1 2021 | $414,000 | – | 1,609 | – | 0.25% | – |
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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% |