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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $357,000 | +14.8% | 1,246 | +3.1% | 0.01% | 0.0% |
| Q1 2021 | $311,000 | -2.8% | 1,209 | -4.2% | 0.01% | -7.1% |
| Q4 2020 | $320,000 | +9.2% | 1,262 | -1.9% | 0.01% | 0.0% |
| Q3 2020 | $293,000 | +9.3% | 1,287 | -2.8% | 0.01% | -6.7% |
| Q2 2020 | $268,000 | -12.4% | 1,324 | -21.1% | 0.02% | -6.2% |
| Q4 2019 | $306,000 | +10.5% | 1,678 | +0.7% | 0.02% | 0.0% |
| Q3 2019 | $277,000 | -15.0% | 1,667 | -16.4% | 0.02% | -15.8% |
| Q2 2019 | $326,000 | -93.0% | 1,993 | -94.6% | 0.02% | -94.8% |
| Q2 2017 | $4,686,000 | +8.2% | 36,889 | +3.7% | 0.36% | +4.3% |
| Q1 2017 | $4,329,000 | +14.2% | 35,586 | +4.6% | 0.35% | +6.4% |
| Q4 2016 | $3,792,000 | -1.5% | 34,012 | -0.8% | 0.33% | -2.9% |
| Q3 2016 | $3,849,000 | -47.3% | 34,281 | -49.7% | 0.34% | -49.1% |
| Q2 2016 | $7,300,000 | +3.3% | 68,094 | +2.6% | 0.67% | +0.2% |
| Q1 2016 | $7,064,000 | +11.7% | 66,359 | +11.6% | 0.66% | +6.9% |
| Q4 2015 | $6,325,000 | +10.2% | 59,455 | +3.9% | 0.62% | +4.2% |
| Q3 2015 | $5,738,000 | +113.4% | 57,211 | +112.1% | 0.60% | +124.4% |
| Q3 2014 | $2,689,000 | -52.9% | 26,978 | -53.3% | 0.27% | -53.3% |
| Q2 2014 | $5,709,000 | +26.1% | 57,722 | +19.1% | 0.57% | +21.8% |
| Q1 2014 | $4,529,000 | +5.1% | 48,446 | +4.6% | 0.47% | +3.1% |
| Q4 2013 | $4,308,000 | – | 46,294 | – | 0.45% | – |
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% |