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 | $7,680,755 | +2.5% | 28,206 | +6.5% | 0.31% | +14.7% |
| Q2 2023 | $7,495,266 | +12.8% | 26,489 | -0.5% | 0.27% | +12.3% |
| Q1 2023 | $6,643,566 | +16.7% | 26,634 | -0.3% | 0.24% | +9.5% |
| Q4 2022 | $5,690,607 | +9.4% | 26,703 | +9.8% | 0.22% | -3.9% |
| Q3 2022 | $5,204,000 | -1.8% | 24,323 | +2.2% | 0.23% | +4.1% |
| Q2 2022 | $5,302,000 | -28.1% | 23,789 | -7.3% | 0.22% | -14.0% |
| Q1 2022 | $7,379,000 | -0.9% | 25,657 | +10.6% | 0.26% | +3.2% |
| Q4 2021 | $7,443,000 | +11.0% | 23,193 | +0.4% | 0.25% | +0.8% |
| Q3 2021 | $6,705,000 | +137.5% | 23,108 | +134.8% | 0.25% | +101.6% |
| Q2 2021 | $2,823,000 | +23.9% | 9,843 | +11.1% | 0.12% | +2.5% |
| Q1 2021 | $2,278,000 | -6.7% | 8,861 | -8.1% | 0.12% | -14.3% |
| Q4 2020 | $2,442,000 | +18.4% | 9,640 | +5.8% | 0.14% | +6.1% |
| Q3 2020 | $2,062,000 | +40.8% | 9,114 | +25.8% | 0.13% | +28.2% |
| Q2 2020 | $1,464,000 | +29.3% | 7,244 | +0.2% | 0.10% | +10.8% |
| Q1 2020 | $1,132,000 | +3551.6% | 7,227 | +4126.3% | 0.09% | +4550.0% |
| Q4 2019 | $31,000 | – | 171 | – | 0.00% | – |
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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% |