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 | $518,436 | -3.6% | 1,904 | +0.2% | 0.34% | -10.7% |
| Q2 2023 | $538,046 | +13.6% | 1,901 | +0.1% | 0.38% | +14.0% |
| Q1 2023 | $473,677 | +17.2% | 1,899 | +0.2% | 0.33% | +8.9% |
| Q4 2022 | $404,000 | -1.5% | 1,896 | -1.0% | 0.30% | -22.2% |
| Q3 2022 | $410,000 | -3.8% | 1,916 | +0.2% | 0.39% | -12.8% |
| Q2 2022 | $426,000 | -36.5% | 1,913 | -8.5% | 0.44% | -30.9% |
| Q4 2021 | $671,000 | +13.7% | 2,090 | +1.8% | 0.64% | +3.5% |
| Q1 2021 | $590,000 | – | 2,053 | – | 0.62% | – |
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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% |