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 | $574,898 | -46.2% | 2,111 | -44.2% | 0.19% | -39.5% |
| Q2 2023 | $1,069,455 | -26.7% | 3,780 | -35.4% | 0.31% | -20.2% |
| Q1 2023 | $1,458,724 | -14.2% | 5,848 | -26.7% | 0.39% | -15.3% |
| Q4 2022 | $1,699,862 | -1.6% | 7,976 | -1.2% | 0.46% | -10.9% |
| Q3 2022 | $1,727,000 | -7.3% | 8,071 | -3.4% | 0.51% | -1.3% |
| Q2 2022 | $1,862,000 | -19.1% | 8,354 | +4.4% | 0.52% | -8.3% |
| Q1 2022 | $2,301,000 | +4.2% | 8,001 | +16.3% | 0.57% | +9.9% |
| Q4 2021 | $2,208,000 | +10.6% | 6,881 | +0.0% | 0.52% | +7.7% |
| Q3 2021 | $1,996,000 | +6.9% | 6,880 | +5.7% | 0.48% | +7.4% |
| Q2 2021 | $1,868,000 | +31.5% | 6,511 | +17.8% | 0.45% | +23.9% |
| Q1 2021 | $1,420,000 | – | 5,525 | – | 0.36% | – |
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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% |