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 | $1,284,335 | +2.9% | 4,716 | +6.9% | 0.25% | +1.6% |
Q2 2023 | $1,248,133 | +21.3% | 4,411 | +6.9% | 0.25% | +11.2% |
Q1 2023 | $1,029,186 | +15.9% | 4,126 | -1.0% | 0.22% | +9.3% |
Q4 2022 | $887,862 | -4.8% | 4,166 | -4.5% | 0.20% | -14.6% |
Q3 2022 | $933,000 | -2.8% | 4,362 | +1.3% | 0.24% | -1.6% |
Q2 2022 | $960,000 | -22.1% | 4,307 | +0.5% | 0.24% | -18.1% |
Q1 2022 | $1,233,000 | -12.8% | 4,287 | -2.7% | 0.30% | +1.0% |
Q4 2021 | $1,414,000 | +20.0% | 4,407 | +8.5% | 0.30% | +5.4% |
Q3 2021 | $1,178,000 | +17.3% | 4,061 | +16.0% | 0.28% | -18.6% |
Q2 2021 | $1,004,000 | +14.9% | 3,500 | +2.9% | 0.34% | +7.5% |
Q1 2021 | $874,000 | +1.5% | 3,402 | +0.1% | 0.32% | -19.2% |
Q4 2020 | $861,000 | – | 3,400 | – | 0.40% | – |
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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% |