VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,775,626 | +20.0% | 6,521 | +24.7% | 2.31% | +12.4% |
| Q2 2023 | $1,479,834 | +59.2% | 5,230 | +40.3% | 2.06% | +62.9% |
| Q1 2023 | $929,611 | +17.1% | 3,727 | +0.0% | 1.26% | +11.4% |
| Q4 2022 | $794,003 | -0.4% | 3,726 | +0.0% | 1.13% | -6.2% |
| Q3 2022 | $797,000 | -10.1% | 3,725 | -6.4% | 1.21% | -6.4% |
| Q2 2022 | $887,000 | -14.1% | 3,981 | +0.0% | 1.29% | +4.5% |
| Q1 2022 | $1,033,000 | -19.1% | 3,980 | +0.0% | 1.24% | -15.9% |
| Q4 2021 | $1,277,000 | – | 3,979 | – | 1.47% | – |
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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% |