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 | $4,442,112 | -2.3% | 16,313 | +1.5% | 1.94% | -2.0% |
| Q2 2023 | $4,548,638 | +9.9% | 16,075 | -3.1% | 1.98% | +0.6% |
| Q1 2023 | $4,139,897 | +17.8% | 16,597 | +0.6% | 1.96% | +15.9% |
| Q4 2022 | $3,515,124 | -64.5% | 16,494 | -64.3% | 1.70% | -66.2% |
| Q3 2022 | $9,888,000 | -8.7% | 46,215 | -4.9% | 5.02% | -1.9% |
| Q2 2022 | $10,835,000 | -10.2% | 48,609 | +15.9% | 5.11% | +3.2% |
| Q1 2022 | $12,061,000 | -14.7% | 41,937 | -4.8% | 4.96% | -17.4% |
| Q4 2021 | $14,136,000 | +3.5% | 44,051 | -6.4% | 6.00% | -14.1% |
| Q3 2021 | $13,659,000 | +1.0% | 47,050 | -0.3% | 6.98% | -6.1% |
| Q2 2021 | $13,529,000 | +24.9% | 47,172 | +11.9% | 7.44% | -4.5% |
| Q1 2021 | $10,835,000 | +7.1% | 42,154 | +5.6% | 7.78% | -10.2% |
| Q4 2020 | $10,116,000 | – | 39,930 | – | 8.67% | – |
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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% |