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 | $16,705,908 | -7.2% | 61,349 | -3.6% | 8.13% | -4.3% |
Q2 2023 | $18,009,695 | +11.3% | 63,647 | -1.9% | 8.50% | -1.6% |
Q1 2023 | $16,182,471 | +12.7% | 64,875 | -3.7% | 8.63% | +1.8% |
Q4 2022 | $14,357,194 | +5.1% | 67,370 | +5.5% | 8.48% | -3.0% |
Q3 2022 | $13,666,000 | -1.0% | 63,877 | +3.1% | 8.74% | +3.0% |
Q2 2022 | $13,808,000 | -14.8% | 61,948 | +10.0% | 8.49% | -5.3% |
Q1 2022 | $16,200,000 | -9.5% | 56,327 | +1.0% | 8.96% | -4.6% |
Q4 2021 | $17,895,000 | +11.3% | 55,766 | +0.6% | 9.40% | +3.0% |
Q3 2021 | $16,080,000 | +3.0% | 55,415 | +1.8% | 9.12% | +0.3% |
Q2 2021 | $15,616,000 | +17.0% | 54,447 | +4.8% | 9.09% | +7.6% |
Q1 2021 | $13,352,000 | +5.5% | 51,945 | +4.0% | 8.44% | -1.1% |
Q4 2020 | $12,659,000 | – | 49,969 | – | 8.54% | – |
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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% |