VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,804 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $678,216 | +20.7% | 1,813 | +11.1% | 0.01% | +25.0% |
| Q1 2024 | $561,734 | +7.8% | 1,632 | -2.6% | 0.00% | 0.0% |
| Q4 2023 | $521,035 | +16.9% | 1,676 | +2.4% | 0.00% | 0.0% |
| Q3 2023 | $445,771 | -3.5% | 1,637 | +0.3% | 0.00% | 0.0% |
| Q2 2023 | $461,791 | +12.1% | 1,632 | -1.2% | 0.00% | 0.0% |
| Q1 2023 | $411,825 | -53.0% | 1,651 | -59.8% | 0.00% | -55.6% |
| Q4 2022 | $876,308 | +120.2% | 4,112 | +121.1% | 0.01% | +125.0% |
| Q3 2022 | $398,000 | +69.4% | 1,860 | +127.7% | 0.00% | +100.0% |
| Q1 2022 | $235,000 | -6.4% | 817 | -5.5% | 0.00% | 0.0% |
| Q3 2021 | $251,000 | +1.2% | 865 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $248,000 | -23.9% | 865 | -58.4% | 0.00% | -60.0% |
| Q1 2020 | $326,000 | -29.1% | 2,079 | -39.4% | 0.01% | -28.6% |
| Q4 2018 | $460,000 | – | 3,428 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN ROAD ADVISORS LLC | 102,540 | $35,294,444 | 29.32% |
| Safeguard Financial, LLC | 251,508 | $86,569,068 | 28.21% |
| Fee-Only Financial Planning, L.C. | 120,235 | $41,384,715 | 27.93% |
| Dougherty Wealth Advisers LLC | 90,559 | $31,170,408 | 27.58% |
| Rezny Wealth Management, Inc. | 266,257 | $91,645,659 | 26.51% |
| STEVENS CAPITAL PARTNERS | 126,984 | $43,707,765 | 26.03% |
| Axiom Advisory, LLC | 102,405 | $35,247,910 | 25.94% |
| Chaney Capital Management, Inc. | 91,297 | $31,424,427 | 25.25% |
| Mill Creek Capital Advisors, LLC | 2,650,458 | $912,287,688 | 24.76% |
| MAINSAIL ASSET MANAGEMENT, LLC | 82,821 | $28,506,958 | 23.21% |