VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,598,168 | -4.7% | 13,214 | -1.0% | 0.55% | +1.8% |
| Q2 2023 | $3,777,025 | +10.2% | 13,348 | -2.9% | 0.54% | +3.6% |
| Q1 2023 | $3,428,058 | -77.5% | 13,743 | -80.8% | 0.52% | -80.0% |
| Q4 2022 | $15,245,850 | -5.2% | 71,540 | -4.8% | 2.62% | -10.1% |
| Q3 2022 | $16,085,000 | -4.8% | 75,179 | -0.8% | 2.92% | -1.0% |
| Q2 2022 | $16,900,000 | +30.8% | 75,820 | +88.3% | 2.94% | +80.2% |
| Q1 2022 | $12,920,000 | 0.0% | 40,263 | 0.0% | 1.63% | +0.2% |
| Q4 2021 | $12,920,000 | +10.6% | 40,263 | +0.0% | 1.63% | +3.0% |
| Q3 2021 | $11,677,000 | +0.3% | 40,243 | -0.9% | 1.58% | -0.3% |
| Q2 2021 | $11,641,000 | +17.9% | 40,588 | +5.7% | 1.59% | +4.1% |
| Q1 2021 | $9,872,000 | +6.1% | 38,407 | +4.6% | 1.52% | +6.2% |
| Q4 2020 | $9,304,000 | +13.6% | 36,727 | +2.1% | 1.44% | -5.0% |
| Q3 2020 | $8,190,000 | +19.6% | 35,982 | +6.2% | 1.51% | +5.1% |
| Q2 2020 | $6,845,000 | +33.0% | 33,873 | +3.2% | 1.44% | -18.9% |
| Q1 2020 | $5,145,000 | +3.2% | 32,836 | +20.0% | 1.77% | +25.4% |
| Q4 2019 | $4,984,000 | +52.7% | 27,358 | +39.4% | 1.41% | +40.1% |
| Q3 2019 | $3,263,000 | +11.6% | 19,625 | +9.6% | 1.01% | +8.0% |
| Q2 2019 | $2,925,000 | +25.6% | 17,904 | +20.3% | 0.93% | +11.3% |
| Q1 2019 | $2,328,000 | +12.6% | 14,881 | -3.4% | 0.84% | -3.0% |
| Q4 2018 | $2,068,000 | -18.1% | 15,401 | -1.8% | 0.86% | -4.8% |
| Q3 2018 | $2,525,000 | +7.1% | 15,681 | -0.3% | 0.91% | -1.4% |
| Q2 2018 | $2,357,000 | +4.2% | 15,731 | -1.4% | 0.92% | -2.7% |
| Q1 2018 | $2,262,000 | -9.9% | 15,947 | -10.7% | 0.95% | +26.6% |
| Q4 2017 | $2,510,000 | +9.8% | 17,848 | +3.7% | 0.75% | +2.2% |
| Q3 2017 | $2,285,000 | +2.6% | 17,215 | -1.9% | 0.73% | -0.3% |
| Q2 2017 | $2,228,000 | +14.5% | 17,540 | +9.7% | 0.73% | +10.4% |
| Q1 2017 | $1,946,000 | +20.3% | 15,993 | +10.2% | 0.66% | +9.9% |
| Q4 2016 | $1,617,000 | -15.5% | 14,510 | -14.8% | 0.60% | -16.9% |
| Q3 2016 | $1,913,000 | +3.9% | 17,035 | -0.8% | 0.73% | +2.2% |
| Q2 2016 | $1,841,000 | +30.2% | 17,175 | +29.3% | 0.71% | +14.5% |
| Q1 2016 | $1,414,000 | +0.1% | 13,281 | +0.0% | 0.62% | +7.6% |
| Q4 2015 | $1,412,000 | +8.8% | 13,276 | +2.5% | 0.58% | -2.5% |
| Q3 2015 | $1,298,000 | -4.5% | 12,946 | +2.0% | 0.59% | +2.6% |
| Q2 2015 | $1,359,000 | -0.2% | 12,696 | +1.2% | 0.58% | -1.2% |
| Q1 2015 | $1,362,000 | +5.8% | 12,551 | +1.8% | 0.58% | +4.5% |
| Q4 2014 | $1,287,000 | +15.4% | 12,331 | +10.2% | 0.56% | +8.9% |
| Q3 2014 | $1,115,000 | – | 11,190 | – | 0.51% | – |
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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% |