VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $827,169 | -9.1% | 3,038 | -5.6% | 0.12% | -5.6% |
| Q2 2023 | $910,146 | +13.4% | 3,217 | +0.0% | 0.12% | +7.8% |
| Q1 2023 | $802,307 | +16.8% | 3,216 | -0.2% | 0.12% | +12.6% |
| Q4 2022 | $686,710 | -0.3% | 3,222 | 0.0% | 0.10% | -8.8% |
| Q3 2022 | $689,000 | -49.5% | 3,222 | -47.4% | 0.11% | -46.2% |
| Q2 2022 | $1,364,000 | +96.8% | 6,121 | +154.0% | 0.21% | +125.8% |
| Q1 2022 | $693,000 | -9.3% | 2,410 | +1.2% | 0.09% | -6.1% |
| Q4 2021 | $764,000 | +10.6% | 2,381 | 0.0% | 0.10% | +2.1% |
| Q3 2021 | $691,000 | +15.7% | 2,381 | +14.4% | 0.10% | +12.8% |
| Q2 2021 | $597,000 | +11.6% | 2,081 | 0.0% | 0.09% | +7.5% |
| Q1 2021 | $535,000 | +62.6% | 2,081 | +60.3% | 0.08% | +45.5% |
| Q4 2020 | $329,000 | +11.5% | 1,298 | 0.0% | 0.06% | -3.5% |
| Q3 2020 | $295,000 | +12.6% | 1,298 | 0.0% | 0.06% | +14.0% |
| Q2 2020 | $262,000 | +29.1% | 1,298 | +0.1% | 0.05% | +8.7% |
| Q1 2020 | $203,000 | -15.4% | 1,297 | -1.5% | 0.05% | +17.9% |
| Q4 2019 | $240,000 | +9.6% | 1,317 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $219,000 | – | 1,317 | – | 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% |