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 | $26,336,545 | -5.3% | 96,715 | -1.6% | 9.28% | -3.0% |
| Q2 2023 | $27,812,125 | +12.8% | 98,290 | -0.6% | 9.57% | +6.9% |
| Q1 2023 | $24,661,537 | +14.3% | 98,868 | -2.4% | 8.96% | +7.1% |
| Q4 2022 | $21,577,383 | +3.1% | 101,250 | +3.5% | 8.37% | +1.3% |
| Q3 2022 | $20,920,000 | -0.2% | 97,779 | +4.0% | 8.26% | +3.3% |
| Q2 2022 | $20,956,000 | -14.9% | 94,018 | +9.9% | 8.00% | -5.9% |
| Q1 2022 | $24,614,000 | -8.5% | 85,583 | +2.1% | 8.50% | -4.8% |
| Q4 2021 | $26,911,000 | +10.9% | 83,861 | +0.2% | 8.93% | +5.2% |
| Q3 2021 | $24,273,000 | +1.9% | 83,652 | +0.9% | 8.49% | +1.7% |
| Q2 2021 | $23,810,000 | +20.6% | 82,865 | +7.9% | 8.35% | +12.1% |
| Q1 2021 | $19,743,000 | – | 76,808 | – | 7.45% | – |
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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% |