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 | $3,321,910 | -15.4% | 12,199 | -12.1% | 0.94% | -15.8% |
| Q2 2023 | $3,927,202 | +18.1% | 13,879 | +4.1% | 1.11% | +10.3% |
| Q1 2023 | $3,325,285 | +25.1% | 13,331 | +6.9% | 1.01% | +22.6% |
| Q4 2022 | $2,658,334 | -5.5% | 12,474 | -5.1% | 0.82% | -14.0% |
| Q3 2022 | $2,812,000 | +1.6% | 13,143 | +5.8% | 0.96% | +8.5% |
| Q2 2022 | $2,769,000 | -18.5% | 12,424 | +5.2% | 0.88% | -18.0% |
| Q1 2022 | $3,397,000 | -2.8% | 11,811 | +8.5% | 1.08% | -7.6% |
| Q4 2021 | $3,494,000 | – | 10,889 | – | 1.17% | – |
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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% |