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 | $582,743 | -7.8% | 2,140 | -4.2% | 0.58% | -2.5% |
| Q2 2023 | $631,850 | +16.3% | 2,233 | +2.5% | 0.60% | +12.4% |
| Q1 2023 | $543,280 | +1.7% | 2,178 | -13.1% | 0.53% | +6.6% |
| Q4 2022 | $534,235 | -4.8% | 2,507 | -4.3% | 0.50% | -10.8% |
| Q3 2022 | $561,000 | -31.3% | 2,620 | -28.5% | 0.56% | -26.3% |
| Q2 2022 | $817,000 | -66.7% | 3,664 | -57.1% | 0.76% | -60.1% |
| Q1 2022 | $2,455,000 | -27.7% | 8,538 | -19.3% | 1.90% | -24.6% |
| Q4 2021 | $3,395,000 | -9.8% | 10,579 | -18.5% | 2.51% | -20.7% |
| Q3 2021 | $3,765,000 | +0.8% | 12,974 | -0.4% | 3.17% | -1.6% |
| Q2 2021 | $3,736,000 | +3.7% | 13,028 | -7.0% | 3.22% | -6.7% |
| Q1 2021 | $3,601,000 | -9.5% | 14,009 | -10.9% | 3.45% | -13.0% |
| Q4 2020 | $3,981,000 | – | 15,715 | – | 3.97% | – |
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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% |