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 | $2,543 | -6.6% | 9,340 | -2.9% | 0.22% | -5.3% |
| Q2 2023 | $2,723 | +14.0% | 9,623 | +0.5% | 0.23% | +8.6% |
| Q1 2023 | $2,388 | +15.4% | 9,572 | -1.4% | 0.21% | +10.0% |
| Q4 2022 | $2,069 | -99.9% | 9,706 | +0.2% | 0.19% | -7.3% |
| Q3 2022 | $2,073,000 | -0.1% | 9,691 | +4.0% | 0.20% | +7.3% |
| Q2 2022 | $2,076,000 | -33.3% | 9,314 | -13.9% | 0.19% | -22.0% |
| Q1 2022 | $3,112,000 | +2.5% | 10,819 | +14.4% | 0.24% | +4.3% |
| Q4 2021 | $3,035,000 | +25.6% | 9,459 | +13.6% | 0.24% | +15.8% |
| Q3 2021 | $2,416,000 | +7.9% | 8,327 | +6.7% | 0.20% | +14.0% |
| Q2 2021 | $2,239,000 | -58.7% | 7,807 | -63.0% | 0.18% | -62.0% |
| Q1 2021 | $5,427,000 | -21.2% | 21,112 | -22.3% | 0.47% | -29.5% |
| Q4 2020 | $6,884,000 | +13.2% | 27,172 | +1.7% | 0.66% | +0.3% |
| Q3 2020 | $6,083,000 | +15.9% | 26,725 | +2.9% | 0.66% | +4.7% |
| Q2 2020 | $5,249,000 | +36.7% | 25,975 | +6.0% | 0.63% | +26.1% |
| Q1 2020 | $3,839,000 | -10.3% | 24,500 | +4.3% | 0.50% | +17.6% |
| Q4 2019 | $4,281,000 | +9.4% | 23,500 | -0.1% | 0.43% | -6.6% |
| Q3 2019 | $3,912,000 | +1.9% | 23,525 | +0.1% | 0.46% | +0.7% |
| Q2 2019 | $3,840,000 | +4.5% | 23,500 | 0.0% | 0.45% | +5.1% |
| Q1 2019 | $3,676,000 | +16.4% | 23,500 | 0.0% | 0.43% | +1.9% |
| Q4 2018 | $3,157,000 | – | 23,500 | – | 0.42% | – |
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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% |