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 | $187,246,706 | +1.9% | 687,580 | +5.9% | 0.26% | +4.4% |
| Q2 2023 | $183,797,015 | +16.3% | 649,520 | +2.6% | 0.25% | +11.5% |
| Q1 2023 | $157,990,362 | +35.8% | 633,354 | +16.0% | 0.23% | +29.1% |
| Q4 2022 | $116,316,015 | -3.0% | 545,777 | -2.6% | 0.18% | -10.7% |
| Q3 2022 | $119,860,000 | -2.2% | 560,200 | +1.9% | 0.20% | +2.1% |
| Q2 2022 | $122,597,000 | -27.2% | 550,001 | -6.1% | 0.19% | -16.5% |
| Q1 2022 | $168,437,000 | -10.0% | 585,636 | +0.5% | 0.23% | -6.9% |
| Q4 2021 | $187,084,000 | +14.8% | 582,978 | +3.8% | 0.25% | +3.3% |
| Q3 2021 | $162,928,000 | +5.3% | 561,474 | +4.1% | 0.24% | +3.0% |
| Q2 2021 | $154,733,000 | +6.3% | 539,486 | -4.7% | 0.23% | -3.3% |
| Q1 2021 | $145,505,000 | +0.4% | 566,059 | -1.0% | 0.24% | -7.3% |
| Q4 2020 | $144,910,000 | +20.5% | 571,983 | +8.2% | 0.26% | +4.9% |
| Q3 2020 | $120,289,000 | +24.1% | 528,469 | +10.2% | 0.25% | +10.8% |
| Q2 2020 | $96,950,000 | +35.2% | 479,736 | +4.8% | 0.22% | +12.6% |
| Q1 2020 | $71,697,000 | -6.2% | 457,682 | +9.0% | 0.20% | +24.5% |
| Q4 2019 | $76,462,000 | +18.5% | 419,706 | +8.0% | 0.16% | -3.6% |
| Q3 2019 | $64,545,000 | +25.1% | 388,709 | +22.9% | 0.16% | +24.1% |
| Q2 2019 | $51,613,000 | +17.7% | 316,282 | +12.7% | 0.13% | +7.3% |
| Q1 2019 | $43,857,000 | +11.1% | 280,521 | -4.6% | 0.12% | -3.1% |
| Q4 2018 | $39,486,000 | -0.6% | 293,956 | +19.2% | 0.13% | +12.3% |
| Q3 2018 | $39,720,000 | +29.6% | 246,654 | +20.6% | 0.11% | +21.3% |
| Q2 2018 | $30,653,000 | +5.5% | 204,513 | -0.1% | 0.09% | +2.2% |
| Q1 2018 | $29,047,000 | +2.9% | 204,694 | +2.0% | 0.09% | +2.2% |
| Q4 2017 | $28,229,000 | +11.2% | 200,633 | +4.9% | 0.09% | +2.3% |
| Q3 2017 | $25,384,000 | +0.8% | 191,211 | -3.5% | 0.09% | -5.4% |
| Q2 2017 | $25,182,000 | +14.5% | 198,205 | +9.6% | 0.09% | +9.4% |
| Q1 2017 | $21,997,000 | +26.7% | 180,903 | +16.2% | 0.08% | +14.9% |
| Q4 2016 | $17,361,000 | +9.7% | 155,729 | +10.4% | 0.07% | +4.2% |
| Q3 2016 | $15,833,000 | +17.1% | 141,041 | +11.8% | 0.07% | +12.7% |
| Q2 2016 | $13,525,000 | +5.6% | 126,147 | +4.9% | 0.06% | -7.4% |
| Q1 2016 | $12,807,000 | +19.3% | 120,311 | +19.3% | 0.07% | +21.4% |
| Q4 2015 | $10,731,000 | +1.5% | 100,857 | -4.3% | 0.06% | -5.1% |
| Q3 2015 | $10,570,000 | -46.9% | 105,388 | -43.4% | 0.06% | +13.5% |
| Q2 2015 | $19,910,000 | +122.1% | 186,084 | +117.1% | 0.05% | +6.1% |
| Q1 2015 | $8,964,000 | +73.8% | 85,697 | +73.5% | 0.05% | +69.0% |
| Q4 2014 | $5,157,000 | +15.7% | 49,398 | +10.4% | 0.03% | -25.6% |
| Q3 2014 | $4,459,000 | +69.7% | 44,741 | +68.4% | 0.04% | +62.5% |
| Q2 2014 | $2,628,000 | +30.4% | 26,568 | +23.2% | 0.02% | +26.3% |
| Q1 2014 | $2,016,000 | – | 21,565 | – | 0.02% | – |
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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% |