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 | $78,825,798 | +63.2% | 289,471 | +69.6% | 0.06% | +84.4% |
Q2 2023 | $48,290,550 | -21.1% | 170,662 | -30.4% | 0.03% | -25.6% |
Q1 2023 | $61,185,347 | +13.5% | 245,291 | -3.1% | 0.04% | 0.0% |
Q4 2022 | $53,920,523 | -78.6% | 253,017 | -78.5% | 0.04% | -76.2% |
Q3 2022 | $252,249,000 | +138.0% | 1,179,005 | +147.9% | 0.18% | +129.1% |
Q2 2022 | $105,986,000 | -20.7% | 475,507 | +2.3% | 0.08% | -2.5% |
Q1 2022 | $133,705,000 | -12.9% | 464,900 | -2.8% | 0.08% | -1.2% |
Q4 2021 | $153,493,000 | +12.6% | 478,321 | +1.8% | 0.08% | +1.2% |
Q3 2021 | $136,350,000 | +6.0% | 469,899 | +4.8% | 0.08% | +5.2% |
Q2 2021 | $128,575,000 | +316.7% | 448,291 | +273.4% | 0.08% | +285.0% |
Q1 2021 | $30,856,000 | +8.7% | 120,044 | +7.1% | 0.02% | +17.6% |
Q4 2020 | $28,398,000 | +13.0% | 112,092 | +1.5% | 0.02% | +6.2% |
Q3 2020 | $25,124,000 | -3.7% | 110,382 | -14.5% | 0.02% | -20.0% |
Q2 2020 | $26,081,000 | +17.7% | 129,056 | -8.7% | 0.02% | 0.0% |
Q1 2020 | $22,158,000 | -30.0% | 141,409 | -18.6% | 0.02% | -13.0% |
Q4 2019 | $31,653,000 | +9.7% | 173,755 | +0.2% | 0.02% | 0.0% |
Q3 2019 | $28,842,000 | +1.5% | 173,452 | -0.2% | 0.02% | 0.0% |
Q2 2019 | $28,406,000 | +4.1% | 173,851 | -0.4% | 0.02% | -11.5% |
Q1 2019 | $27,295,000 | -0.9% | 174,500 | -14.9% | 0.03% | -7.1% |
Q4 2018 | $27,548,000 | +6.4% | 205,073 | +27.6% | 0.03% | +21.7% |
Q3 2018 | $25,886,000 | +10.5% | 160,737 | +2.8% | 0.02% | +4.5% |
Q2 2018 | $23,430,000 | +18.5% | 156,399 | +12.2% | 0.02% | +37.5% |
Q1 2018 | $19,774,000 | +5.4% | 139,371 | +4.5% | 0.02% | +6.7% |
Q4 2017 | $18,754,000 | +6.3% | 133,341 | +0.3% | 0.02% | +7.1% |
Q3 2017 | $17,642,000 | +3.2% | 132,897 | -1.2% | 0.01% | -6.7% |
Q2 2017 | $17,090,000 | +16.4% | 134,528 | +11.5% | 0.02% | +15.4% |
Q1 2017 | $14,678,000 | +16.5% | 120,645 | +6.8% | 0.01% | +18.2% |
Q4 2016 | $12,598,000 | +1.2% | 113,005 | +1.9% | 0.01% | -8.3% |
Q3 2016 | $12,449,000 | +0.6% | 110,863 | -3.9% | 0.01% | -7.7% |
Q2 2016 | $12,371,000 | +13.7% | 115,398 | +12.9% | 0.01% | +8.3% |
Q1 2016 | $10,882,000 | -5.6% | 102,227 | -5.7% | 0.01% | +9.1% |
Q4 2015 | $11,528,000 | +5.7% | 108,353 | -0.4% | 0.01% | +10.0% |
Q3 2015 | $10,911,000 | -5.5% | 108,796 | +0.9% | 0.01% | 0.0% |
Q2 2015 | $11,541,000 | -0.5% | 107,806 | -2.8% | 0.01% | -9.1% |
Q1 2015 | $11,602,000 | -19.7% | 110,909 | -19.9% | 0.01% | -15.4% |
Q4 2014 | $14,454,000 | -1.8% | 138,458 | -6.2% | 0.01% | 0.0% |
Q3 2014 | $14,718,000 | -4.6% | 147,671 | -5.3% | 0.01% | -13.3% |
Q2 2014 | $15,427,000 | -8.8% | 155,983 | -13.8% | 0.02% | -11.8% |
Q1 2014 | $16,917,000 | +16.8% | 180,972 | +16.2% | 0.02% | +30.8% |
Q4 2013 | $14,489,000 | +11.8% | 155,712 | +1.7% | 0.01% | +8.3% |
Q3 2013 | $12,957,000 | -3.7% | 153,134 | -11.0% | 0.01% | -7.7% |
Q2 2013 | $13,454,000 | – | 172,131 | – | 0.01% | – |
Download |
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% |