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 | $1,411,927 | +451.4% | 5,185 | +472.9% | 0.49% | +453.4% |
| Q2 2023 | $256,079 | +11.7% | 905 | -1.5% | 0.09% | +7.3% |
| Q1 2023 | $229,235 | +46.5% | 919 | +25.2% | 0.08% | +43.9% |
| Q4 2022 | $156,423 | -0.4% | 734 | 0.0% | 0.06% | -8.1% |
| Q3 2022 | $157,039 | +19.6% | 734 | +24.6% | 0.06% | +21.6% |
| Q2 2022 | $131,282 | -22.5% | 589 | 0.0% | 0.05% | -17.7% |
| Q1 2022 | $169,396 | -10.4% | 589 | 0.0% | 0.06% | -23.5% |
| Q4 2021 | $189,010 | -15.8% | 589 | -23.9% | 0.08% | -22.1% |
| Q3 2021 | $224,592 | +49.4% | 774 | +47.7% | 0.10% | +46.5% |
| Q2 2021 | $150,288 | -25.4% | 524 | -33.2% | 0.07% | -27.6% |
| Q1 2021 | $201,519 | -17.7% | 784 | -18.9% | 0.10% | -22.8% |
| Q4 2020 | $244,980 | +11.3% | 967 | 0.0% | 0.13% | -2.3% |
| Q3 2020 | $220,099 | +29.2% | 967 | +14.7% | 0.13% | +15.0% |
| Q2 2020 | $170,362 | – | 843 | – | 0.11% | – |
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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% |