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 | $17,175,043 | +4.5% | 63,072 | +8.6% | 9.08% | +5.8% |
| Q2 2023 | $16,437,733 | +19.5% | 58,092 | +5.3% | 8.58% | +3.4% |
| Q1 2023 | $13,755,163 | +20.2% | 55,144 | +2.7% | 8.30% | +4.8% |
| Q4 2022 | $11,447,640 | +1.7% | 53,717 | +2.1% | 7.92% | -3.8% |
| Q3 2022 | $11,258,000 | -1.9% | 52,620 | +2.2% | 8.24% | +0.7% |
| Q2 2022 | $11,480,000 | -32.7% | 51,505 | -13.1% | 8.18% | -16.0% |
| Q1 2022 | $17,046,000 | -3.6% | 59,270 | +7.5% | 9.74% | -12.2% |
| Q4 2021 | $17,686,000 | +19.9% | 55,114 | +8.4% | 11.10% | +5.5% |
| Q3 2021 | $14,753,000 | +66.3% | 50,843 | +64.4% | 10.52% | +59.2% |
| Q2 2021 | $8,872,000 | +16.8% | 30,934 | +8.4% | 6.61% | +6.6% |
| Q1 2021 | $7,599,000 | +49.5% | 28,533 | +42.2% | 6.20% | +33.5% |
| Q4 2020 | $5,082,000 | – | 20,060 | – | 4.64% | – |
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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% |