VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $288 | +13.8% | 928 | 0.0% | 0.02% | +4.5% |
Q3 2023 | $253 | -3.8% | 928 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $263 | +13.9% | 928 | 0.0% | 0.02% | +4.8% |
Q1 2023 | $231 | -5.7% | 928 | -19.2% | 0.02% | -8.7% |
Q4 2022 | $245 | -99.9% | 1,148 | 0.0% | 0.02% | -8.0% |
Q3 2022 | $246,000 | +4.7% | 1,148 | +9.0% | 0.02% | +13.6% |
Q2 2022 | $235,000 | -58.9% | 1,053 | -47.0% | 0.02% | -53.2% |
Q1 2022 | $572,000 | -5.8% | 1,988 | +5.1% | 0.05% | +2.2% |
Q4 2021 | $607,000 | +58.1% | 1,891 | +42.7% | 0.05% | +43.8% |
Q3 2021 | $384,000 | +1.1% | 1,325 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $380,000 | +9.2% | 1,325 | -2.2% | 0.03% | 0.0% |
Q1 2021 | $348,000 | -2.8% | 1,355 | -4.2% | 0.03% | -8.6% |
Q4 2020 | $358,000 | -5.3% | 1,415 | -14.8% | 0.04% | -16.7% |
Q3 2020 | $378,000 | +26.4% | 1,660 | +12.2% | 0.04% | +16.7% |
Q2 2020 | $299,000 | +28.9% | 1,480 | 0.0% | 0.04% | +12.5% |
Q1 2020 | $232,000 | +16.0% | 1,480 | +34.5% | 0.03% | +45.5% |
Q4 2019 | $200,000 | – | 1,100 | – | 0.02% | – |
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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% |