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 | $7,504,725 | -9.2% | 27,560 | -5.6% | 0.62% | +8.7% |
| Q2 2023 | $8,260,596 | +6.8% | 29,194 | -5.8% | 0.57% | +2.1% |
| Q1 2023 | $7,733,515 | +9.2% | 31,004 | -6.7% | 0.56% | +10.9% |
| Q4 2022 | $7,084,953 | -4.4% | 33,246 | -4.0% | 0.51% | -17.0% |
| Q3 2022 | $7,410,000 | -5.9% | 34,636 | -2.0% | 0.61% | +2.3% |
| Q2 2022 | $7,877,000 | -25.1% | 35,340 | -3.3% | 0.60% | -15.6% |
| Q1 2022 | $10,515,000 | +6.4% | 36,560 | +18.7% | 0.71% | +11.4% |
| Q4 2021 | $9,884,000 | +6.7% | 30,800 | -3.5% | 0.63% | -3.6% |
| Q3 2021 | $9,260,000 | -0.4% | 31,913 | -1.6% | 0.66% | -6.0% |
| Q2 2021 | $9,300,000 | +9.9% | 32,424 | -1.5% | 0.70% | +8.7% |
| Q1 2021 | $8,464,000 | -10.2% | 32,928 | -11.5% | 0.64% | -14.5% |
| Q4 2020 | $9,424,000 | -1.9% | 37,198 | -11.8% | 0.75% | -12.2% |
| Q3 2020 | $9,604,000 | +9.7% | 42,195 | -2.6% | 0.86% | +3.6% |
| Q2 2020 | $8,753,000 | +21.1% | 43,311 | -6.1% | 0.83% | +1.7% |
| Q1 2020 | $7,230,000 | -14.5% | 46,142 | -0.7% | 0.81% | +1.2% |
| Q4 2019 | $8,461,000 | -39.1% | 46,445 | -49.8% | 0.80% | -0.1% |
| Q3 2019 | $13,890,000 | +77.6% | 92,497 | +93.7% | 0.80% | -3.1% |
| Q2 2019 | $7,823,000 | +5.1% | 47,758 | +0.6% | 0.83% | -0.6% |
| Q1 2019 | $7,444,000 | – | 47,456 | – | 0.84% | – |
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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% |