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 | $4,153,726 | +55.0% | 15,253 | +61.1% | 1.02% | +57.0% |
| Q2 2023 | $2,679,748 | -8.9% | 9,470 | -19.7% | 0.65% | -11.4% |
| Q1 2023 | $2,942,483 | -70.3% | 11,796 | -74.6% | 0.74% | -75.2% |
| Q4 2022 | $9,910,378 | -27.6% | 46,503 | -27.3% | 2.96% | -58.6% |
| Q3 2022 | $13,679,000 | +6.4% | 63,935 | +10.9% | 7.15% | +52.5% |
| Q2 2022 | $12,853,000 | -30.0% | 57,665 | -9.6% | 4.69% | -34.6% |
| Q1 2022 | $18,352,000 | -3.7% | 63,812 | +7.5% | 7.17% | -3.5% |
| Q4 2021 | $19,051,000 | – | 59,366 | – | 7.43% | – |
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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% |