VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,853,465 | -3.1% | 6,806 | +0.7% | 1.10% | -2.6% |
| Q2 2023 | $1,912,937 | +13.4% | 6,760 | 0.0% | 1.13% | +5.1% |
| Q1 2023 | $1,686,327 | +15.5% | 6,760 | -1.3% | 1.08% | +7.6% |
| Q4 2022 | $1,459,900 | +31.6% | 6,850 | +32.1% | 1.00% | +18.7% |
| Q3 2022 | $1,109,000 | -4.1% | 5,184 | 0.0% | 0.84% | +0.7% |
| Q2 2022 | $1,156,000 | -22.5% | 5,184 | 0.0% | 0.84% | -10.4% |
| Q1 2022 | $1,491,000 | -10.4% | 5,184 | 0.0% | 0.94% | -11.7% |
| Q4 2021 | $1,664,000 | +9.6% | 5,184 | -0.9% | 1.06% | -1.0% |
| Q3 2021 | $1,518,000 | +1.0% | 5,231 | -0.2% | 1.07% | -1.2% |
| Q2 2021 | $1,503,000 | +11.3% | 5,240 | -0.2% | 1.08% | -10.8% |
| Q1 2021 | $1,350,000 | +13.8% | 5,251 | +12.1% | 1.22% | +3.7% |
| Q4 2020 | $1,186,000 | – | 4,683 | – | 1.17% | – |
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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% |