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 | $1,785,132 | -6.4% | 6,556 | -2.7% | 0.70% | -4.6% |
| Q2 2023 | $1,906,447 | +11.5% | 6,738 | -1.7% | 0.74% | +8.7% |
| Q1 2023 | $1,710,289 | +17.0% | 6,857 | 0.0% | 0.68% | +13.2% |
| Q4 2022 | $1,461,192 | -1.4% | 6,857 | -1.1% | 0.60% | -7.3% |
| Q3 2022 | $1,482,570 | -11.6% | 6,930 | -7.9% | 0.65% | -10.4% |
| Q2 2022 | $1,677,585 | -23.8% | 7,527 | -1.7% | 0.72% | -14.5% |
| Q1 2022 | $2,202,721 | -11.7% | 7,659 | -1.5% | 0.84% | -8.8% |
| Q4 2021 | $2,494,627 | +9.1% | 7,774 | -1.3% | 0.92% | +5.1% |
| Q3 2021 | $2,286,443 | +27.9% | 7,880 | +26.4% | 0.88% | +13.0% |
| Q2 2021 | $1,787,591 | +10.6% | 6,233 | -0.9% | 0.78% | +0.1% |
| Q1 2021 | $1,616,646 | -3.2% | 6,289 | -4.6% | 0.78% | -6.2% |
| Q4 2020 | $1,670,373 | +6.1% | 6,593 | -4.7% | 0.83% | -4.8% |
| Q3 2020 | $1,573,866 | +7.6% | 6,915 | -4.5% | 0.87% | +0.3% |
| Q2 2020 | $1,462,643 | +29.0% | 7,238 | +0.0% | 0.87% | -1.4% |
| Q1 2020 | $1,133,764 | -4.5% | 7,236 | +11.0% | 0.88% | -5.2% |
| Q4 2019 | $1,187,502 | +5.2% | 6,519 | -3.9% | 0.93% | -2.1% |
| Q3 2019 | $1,128,566 | -1.3% | 6,787 | -3.0% | 0.95% | -2.5% |
| Q2 2019 | $1,143,642 | +0.2% | 6,999 | -4.0% | 0.97% | -5.2% |
| Q1 2019 | $1,140,928 | +13.9% | 7,294 | -2.1% | 1.02% | +5.5% |
| Q4 2018 | $1,001,296 | – | 7,454 | – | 0.97% | – |
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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% |