VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,933,058 | -1.9% | 38,641 | -1.5% | 1.21% | -1.7% |
| Q2 2023 | $11,141,261 | -9.8% | 39,235 | -20.7% | 1.23% | -6.5% |
| Q1 2023 | $12,346,283 | +25.5% | 49,496 | +7.2% | 1.31% | +13.5% |
| Q4 2022 | $9,838,501 | -2.7% | 46,166 | +1.7% | 1.16% | -5.8% |
| Q3 2022 | $10,107,000 | -9.8% | 45,375 | +2.1% | 1.23% | -8.2% |
| Q2 2022 | $11,201,000 | -2.2% | 44,454 | +11.6% | 1.34% | +0.5% |
| Q1 2022 | $11,457,000 | +28.4% | 39,838 | +24.9% | 1.33% | +17.2% |
| Q4 2021 | $8,920,000 | – | 31,906 | – | 1.14% | – |
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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% |