VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,348,289 | +18.0% | 29,503 | +4.0% | 4.96% | +25.1% |
| Q1 2023 | $7,073,780 | +23.1% | 28,359 | +5.1% | 3.96% | +23.4% |
| Q4 2022 | $5,748,385 | +2.1% | 26,974 | +2.5% | 3.21% | +6.5% |
| Q3 2022 | $5,629,000 | -3.9% | 26,308 | +0.1% | 3.02% | +15.6% |
| Q2 2022 | $5,859,000 | -14.5% | 26,285 | +10.4% | 2.61% | -5.0% |
| Q1 2022 | $6,849,000 | -14.4% | 23,814 | -4.5% | 2.75% | -11.6% |
| Q4 2021 | $7,999,000 | +14.2% | 24,928 | +3.3% | 3.11% | +8.6% |
| Q3 2021 | $7,003,000 | +7.2% | 24,135 | +5.9% | 2.86% | +5.9% |
| Q2 2021 | $6,534,000 | +20.3% | 22,781 | +7.8% | 2.70% | -5.3% |
| Q1 2021 | $5,430,000 | +26.1% | 21,124 | +24.3% | 2.85% | -30.0% |
| Q4 2020 | $4,307,000 | – | 17,001 | – | 4.08% | – |
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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% |