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 | $78,802,288 | -0.2% | 289,384 | +3.7% | 15.48% | -4.1% |
Q2 2023 | $78,955,050 | +12.0% | 279,033 | -1.3% | 16.14% | +4.1% |
Q1 2023 | $70,484,204 | +27.8% | 282,570 | +9.2% | 15.51% | +14.1% |
Q4 2022 | $55,152,852 | -16.2% | 258,800 | -12.3% | 13.59% | -28.0% |
Q2 2022 | $65,804,800 | -12.6% | 295,234 | +12.7% | 18.88% | -6.3% |
Q1 2022 | $75,318,746 | +7.3% | 261,887 | +19.7% | 20.14% | +2.2% |
Q4 2021 | $70,211,758 | – | 218,796 | – | 19.70% | – |
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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% |