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 | $11,382,014 | -3.8% | 41,798 | 0.0% | 2.21% | +1.4% |
| Q2 2023 | $11,827,163 | +13.3% | 41,798 | -0.1% | 2.18% | +7.1% |
| Q1 2023 | $10,441,309 | +17.2% | 41,859 | +0.1% | 2.03% | +25.2% |
| Q4 2022 | $8,910,768 | -0.9% | 41,813 | -0.5% | 1.62% | -13.4% |
| Q3 2022 | $8,991,000 | -5.0% | 42,022 | -1.0% | 1.87% | +5.0% |
| Q2 2022 | $9,465,000 | -23.5% | 42,467 | -1.3% | 1.78% | -9.8% |
| Q1 2022 | $12,377,000 | -11.2% | 43,037 | -1.0% | 1.98% | -8.0% |
| Q4 2021 | $13,944,000 | +5.8% | 43,452 | -4.4% | 2.15% | -1.1% |
| Q3 2021 | $13,185,000 | -0.3% | 45,438 | -1.4% | 2.17% | +0.6% |
| Q2 2021 | $13,220,000 | +7.3% | 46,094 | -3.8% | 2.16% | +5.3% |
| Q1 2021 | $12,322,000 | -4.1% | 47,938 | -5.5% | 2.05% | -9.9% |
| Q4 2020 | $12,845,000 | +6.9% | 50,704 | -4.0% | 2.28% | +0.9% |
| Q3 2020 | $12,021,000 | +10.7% | 52,812 | -1.7% | 2.26% | +2.6% |
| Q2 2020 | $10,860,000 | +21.9% | 53,736 | -5.5% | 2.20% | +6.3% |
| Q1 2020 | $8,907,000 | -17.1% | 56,842 | -3.7% | 2.07% | +10.4% |
| Q4 2019 | $10,750,000 | +1.9% | 59,012 | -7.0% | 1.87% | -3.0% |
| Q3 2019 | $10,553,000 | -4.8% | 63,463 | -6.4% | 1.93% | -4.6% |
| Q2 2019 | $11,081,000 | -8.2% | 67,817 | -12.1% | 2.02% | -8.3% |
| Q1 2019 | $12,069,000 | +11.6% | 77,160 | -4.2% | 2.21% | -2.3% |
| Q4 2018 | $10,818,000 | -18.8% | 80,534 | -2.6% | 2.26% | -0.7% |
| Q3 2018 | $13,316,000 | +3.5% | 82,688 | -3.7% | 2.28% | -0.5% |
| Q2 2018 | $12,863,000 | -3.5% | 85,861 | -8.6% | 2.29% | -5.7% |
| Q1 2018 | $13,335,000 | -34.8% | 93,987 | -35.3% | 2.42% | -33.6% |
| Q4 2017 | $20,444,000 | +0.7% | 145,353 | -5.0% | 3.65% | -3.3% |
| Q3 2017 | $20,301,000 | -0.6% | 152,927 | -4.9% | 3.78% | -3.3% |
| Q2 2017 | $20,431,000 | +2.1% | 160,826 | -2.2% | 3.90% | +0.6% |
| Q1 2017 | $20,002,000 | +6.5% | 164,407 | -2.4% | 3.88% | +0.0% |
| Q4 2016 | $18,780,000 | -6.5% | 168,461 | -5.9% | 3.88% | -9.9% |
| Q3 2016 | $20,094,000 | +0.6% | 178,948 | -4.0% | 4.30% | -1.0% |
| Q2 2016 | $19,981,000 | -2.9% | 186,390 | -3.5% | 4.35% | -4.3% |
| Q1 2016 | $20,568,000 | -6.0% | 193,221 | -6.1% | 4.54% | -10.7% |
| Q4 2015 | $21,890,000 | -0.0% | 205,751 | -5.8% | 5.09% | -5.3% |
| Q3 2015 | $21,898,000 | -11.8% | 218,349 | -5.8% | 5.38% | +2.7% |
| Q2 2015 | $24,825,000 | -0.2% | 231,905 | -2.4% | 5.23% | -7.2% |
| Q1 2015 | $24,867,000 | -3.5% | 237,709 | -3.7% | 5.64% | +2.0% |
| Q4 2014 | $25,767,000 | +2.3% | 246,831 | -2.3% | 5.53% | -10.7% |
| Q3 2014 | $25,188,000 | +0.5% | 252,718 | -0.3% | 6.19% | -0.0% |
| Q2 2014 | $25,068,000 | +4.5% | 253,464 | -1.2% | 6.20% | -11.8% |
| Q1 2014 | $23,992,000 | -0.1% | 256,654 | -4.5% | 7.02% | -4.0% |
| Q4 2013 | $24,007,000 | – | 268,803 | – | 7.32% | – |
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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% |