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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $2,828,705 | +33.0% | 9,096 | +16.5% | 1.05% | +23.2% |
Q3 2023 | $2,126,397 | -2.6% | 7,807 | +1.2% | 0.85% | +0.6% |
Q2 2023 | $2,182,542 | +11.2% | 7,711 | -2.0% | 0.85% | +5.9% |
Q1 2023 | $1,962,273 | +16.6% | 7,865 | -0.4% | 0.80% | +22.3% |
Q4 2022 | $1,682,312 | -1.0% | 7,894 | -0.6% | 0.65% | -9.9% |
Q3 2022 | $1,700,000 | -4.5% | 7,944 | -0.6% | 0.73% | -1.8% |
Q2 2022 | $1,780,000 | -26.7% | 7,988 | -5.4% | 0.74% | -16.3% |
Q1 2022 | $2,428,000 | -7.1% | 8,442 | +3.7% | 0.88% | -3.2% |
Q4 2021 | $2,613,000 | – | 8,144 | – | 0.91% | – |
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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% |