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 | $599,027 | -3.6% | 2,200 | +0.1% | 0.73% | +3.0% |
| Q2 2023 | $621,589 | +13.6% | 2,197 | +0.1% | 0.71% | +4.3% |
| Q1 2023 | $547,394 | +12.4% | 2,194 | -4.0% | 0.68% | +1.8% |
| Q4 2022 | $487,074 | +0.2% | 2,286 | +0.6% | 0.67% | -5.5% |
| Q3 2022 | $486,000 | -13.8% | 2,272 | -10.2% | 0.71% | -8.2% |
| Q2 2022 | $564,000 | -22.4% | 2,531 | +0.2% | 0.77% | -9.2% |
| Q1 2022 | $727,000 | -9.0% | 2,527 | +1.2% | 0.85% | -5.6% |
| Q4 2021 | $799,000 | – | 2,497 | – | 0.90% | – |
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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% |