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 | $941,002 | -18.4% | 3,456 | -15.2% | 0.14% | -5.4% |
| Q2 2023 | $1,153,284 | +26.2% | 4,076 | +11.2% | 0.15% | +24.2% |
| Q1 2023 | $913,858 | +16.3% | 3,664 | -0.7% | 0.12% | +10.1% |
| Q4 2022 | $786,054 | +15.8% | 3,688 | +16.2% | 0.11% | 0.0% |
| Q3 2022 | $679,000 | -5.0% | 3,175 | -1.0% | 0.11% | -0.9% |
| Q2 2022 | $715,000 | -26.1% | 3,206 | -4.7% | 0.11% | -15.4% |
| Q1 2022 | $968,000 | -5.5% | 3,365 | +5.5% | 0.13% | -4.4% |
| Q4 2021 | $1,024,000 | +6.6% | 3,190 | +1.9% | 0.14% | +4.6% |
| Q3 2021 | $961,000 | +9.3% | 3,131 | +2.1% | 0.13% | +7.4% |
| Q2 2021 | $879,000 | +14.3% | 3,066 | +2.5% | 0.12% | +6.1% |
| Q1 2021 | $769,000 | +0.4% | 2,991 | -1.1% | 0.11% | -13.6% |
| Q4 2020 | $766,000 | – | 3,023 | – | 0.13% | – |
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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% |