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 | $455,012,632 | -3.1% | 1,670,943 | +0.7% | 0.82% | -0.1% |
| Q2 2023 | $469,636,420 | +14.1% | 1,659,729 | +0.5% | 0.82% | +7.1% |
| Q1 2023 | $411,780,430 | +24.4% | 1,650,811 | +6.3% | 0.76% | +4.1% |
| Q4 2022 | $330,924,148 | -4.4% | 1,552,836 | -4.0% | 0.74% | -4.8% |
| Q3 2022 | $346,080,000 | +0.6% | 1,617,573 | +4.7% | 0.77% | +3.9% |
| Q2 2022 | $344,038,000 | -23.2% | 1,544,329 | -0.9% | 0.74% | -17.5% |
| Q1 2022 | $448,102,000 | -10.1% | 1,558,284 | +0.3% | 0.90% | -3.6% |
| Q4 2021 | $498,478,000 | +10.8% | 1,553,177 | +0.2% | 0.94% | -1.0% |
| Q3 2021 | $449,905,000 | +3.6% | 1,550,506 | +2.4% | 0.94% | -2.0% |
| Q2 2021 | $434,256,000 | +32.8% | 1,514,226 | +17.4% | 0.96% | +16.9% |
| Q1 2021 | $326,977,000 | 0.0% | 1,289,850 | 0.0% | 0.82% | -2.5% |
| Q4 2020 | $326,977,000 | +11.0% | 1,289,850 | -0.3% | 0.84% | -0.9% |
| Q3 2020 | $294,453,000 | +7.7% | 1,293,334 | -4.4% | 0.85% | +0.6% |
| Q2 2020 | $273,310,000 | +25.2% | 1,352,588 | -2.9% | 0.85% | +5.7% |
| Q1 2020 | $218,316,000 | -24.9% | 1,393,129 | -12.7% | 0.80% | -7.5% |
| Q4 2019 | $290,630,000 | +12.8% | 1,595,142 | +2.9% | 0.87% | +31.6% |
| Q3 2019 | $257,572,000 | +7.6% | 1,549,978 | +5.8% | 0.66% | -15.7% |
| Q2 2019 | $239,443,000 | +11.2% | 1,465,399 | +6.5% | 0.78% | +8.2% |
| Q1 2019 | $215,261,000 | +24.5% | 1,375,714 | +6.9% | 0.72% | +17.4% |
| Q4 2018 | $172,903,000 | -31.3% | 1,287,438 | -17.7% | 0.62% | -32.5% |
| Q3 2018 | $251,814,000 | +3.6% | 1,563,467 | -3.7% | 0.91% | +10.5% |
| Q2 2018 | $243,115,000 | +7.4% | 1,622,823 | +1.7% | 0.83% | -4.8% |
| Q1 2018 | $226,376,000 | +26.6% | 1,595,541 | +25.5% | 0.87% | +39.8% |
| Q4 2017 | $178,817,000 | +1.3% | 1,271,363 | -4.3% | 0.62% | -1.0% |
| Q3 2017 | $176,445,000 | +48.5% | 1,329,146 | +42.1% | 0.63% | +32.3% |
| Q2 2017 | $118,810,000 | +21.8% | 935,224 | +16.6% | 0.47% | +10.7% |
| Q1 2017 | $97,573,000 | +15.7% | 802,013 | +6.0% | 0.43% | +4.9% |
| Q4 2016 | $84,329,000 | -9.8% | 756,454 | -9.1% | 0.41% | -14.1% |
| Q3 2016 | $93,493,000 | +38.6% | 832,607 | +32.3% | 0.48% | +17.3% |
| Q2 2016 | $67,466,000 | +25.4% | 629,353 | +24.6% | 0.40% | +20.9% |
| Q1 2016 | $53,784,000 | +60.6% | 505,251 | +60.5% | 0.34% | +64.2% |
| Q4 2015 | $33,482,000 | -17.2% | 314,711 | -21.9% | 0.20% | -45.0% |
| Q3 2015 | $40,422,000 | +3.0% | 403,058 | +9.9% | 0.37% | +4.5% |
| Q2 2015 | $39,259,000 | +34.8% | 366,736 | +31.7% | 0.36% | +40.3% |
| Q1 2015 | $29,127,000 | +44.8% | 278,422 | +44.5% | 0.25% | +42.1% |
| Q4 2014 | $20,117,000 | – | 192,703 | – | 0.18% | – |
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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% |