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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,688,490 | +23.2% | 8,648 | +7.9% | 0.14% | +13.8% |
| Q3 2023 | $2,182,565 | -5.4% | 8,015 | -1.7% | 0.12% | +0.8% |
| Q2 2023 | $2,307,256 | +1058.5% | 8,154 | -28.6% | 0.12% | +82.1% |
| Q4 2022 | $199,151 | -68.8% | 11,421 | +298.8% | 0.07% | +59.5% |
| Q3 2022 | $638,000 | 0.0% | 2,864 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $638,000 | -10.1% | 2,864 | +16.0% | 0.04% | +5.0% |
| Q1 2022 | $710,000 | -14.5% | 2,469 | -4.6% | 0.04% | -13.0% |
| Q4 2021 | $830,000 | +8.6% | 2,587 | -1.7% | 0.05% | -2.1% |
| Q3 2021 | $764,000 | +5.5% | 2,633 | +4.2% | 0.05% | +4.4% |
| Q2 2021 | $724,000 | +9.7% | 2,526 | -1.6% | 0.04% | 0.0% |
| Q1 2021 | $660,000 | +3.0% | 2,567 | +1.4% | 0.04% | -2.2% |
| Q4 2020 | $641,000 | +10.9% | 2,532 | -0.3% | 0.05% | -2.1% |
| Q3 2020 | $578,000 | +3.4% | 2,540 | -8.2% | 0.05% | -4.1% |
| Q2 2020 | $559,000 | +41.5% | 2,766 | +9.8% | 0.05% | +25.6% |
| Q1 2020 | $395,000 | – | 2,518 | – | 0.04% | – |
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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% |