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 | $590,721 | +8.9% | 2,169 | +13.1% | 0.27% | -18.6% |
| Q2 2023 | $542,512 | +12.5% | 1,917 | -0.8% | 0.33% | +9.2% |
| Q1 2023 | $482,168 | +17.2% | 1,933 | +0.2% | 0.30% | +11.3% |
| Q4 2022 | $411,364 | +35.3% | 1,930 | +35.8% | 0.27% | +10.0% |
| Q3 2022 | $304,000 | -2.3% | 1,421 | +1.9% | 0.25% | -7.4% |
| Q2 2022 | $311,000 | -22.4% | 1,395 | +0.1% | 0.27% | -9.7% |
| Q1 2022 | $401,000 | -8.0% | 1,393 | -5.8% | 0.30% | -8.9% |
| Q4 2021 | $436,000 | – | 1,479 | – | 0.33% | – |
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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% |