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 | $1,079,805 | -1.9% | 3,965 | +1.9% | 0.90% | +6.7% |
Q2 2023 | $1,100,766 | +13.0% | 3,890 | -0.4% | 0.84% | +16.8% |
Q1 2023 | $974,460 | +14.4% | 3,907 | -2.2% | 0.72% | +9.4% |
Q4 2022 | $851,683 | -0.2% | 3,996 | +0.2% | 0.66% | -5.6% |
Q3 2022 | $853,000 | -3.8% | 3,988 | +0.2% | 0.70% | -0.7% |
Q2 2022 | $887,000 | -22.4% | 3,981 | +0.1% | 0.70% | -10.1% |
Q1 2022 | $1,143,000 | -10.4% | 3,976 | +0.1% | 0.78% | -0.8% |
Q4 2021 | $1,275,000 | – | 3,972 | – | 0.79% | – |
Download |
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% |