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 | $521,746 | -6.3% | 1,916 | -2.6% | 0.46% | -1.1% |
| Q2 2023 | $556,866 | +9.1% | 1,968 | -3.8% | 0.46% | +5.3% |
| Q1 2023 | $510,354 | -34.1% | 2,046 | -43.7% | 0.44% | -32.8% |
| Q4 2022 | $774,016 | -0.8% | 3,632 | -0.3% | 0.65% | -8.1% |
| Q3 2022 | $780,000 | +66.3% | 3,644 | +73.3% | 0.71% | +59.2% |
| Q2 2022 | $469,000 | -26.9% | 2,103 | -5.9% | 0.44% | -24.5% |
| Q1 2022 | $642,000 | -14.2% | 2,235 | -4.1% | 0.59% | -9.8% |
| Q4 2021 | $748,000 | +13.3% | 2,330 | +2.5% | 0.65% | +4.2% |
| Q3 2021 | $660,000 | +14.8% | 2,273 | +1.7% | 0.63% | +10.4% |
| Q1 2021 | $575,000 | – | 2,236 | – | 0.57% | – |
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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% |