VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $291,000 | -27.4% | 1,014 | -18.9% | 0.03% | -20.9% |
Q4 2021 | $401,000 | +38.8% | 1,250 | +25.5% | 0.04% | +26.5% |
Q3 2021 | $289,000 | +4.3% | 996 | +2.8% | 0.03% | +6.2% |
Q2 2021 | $277,000 | +11.7% | 969 | +0.1% | 0.03% | +3.2% |
Q1 2021 | $248,000 | +3.8% | 968 | +2.5% | 0.03% | -3.1% |
Q4 2020 | $239,000 | +12.2% | 944 | +0.5% | 0.03% | +3.2% |
Q3 2020 | $213,000 | -48.4% | 939 | -58.7% | 0.03% | -47.5% |
Q4 2019 | $413,000 | +19.7% | 2,272 | +9.5% | 0.06% | +13.5% |
Q3 2019 | $345,000 | +1.8% | 2,075 | 0.0% | 0.05% | +2.0% |
Q2 2019 | $339,000 | +2.1% | 2,075 | -2.4% | 0.05% | 0.0% |
Q1 2019 | $332,000 | +12.5% | 2,125 | -3.4% | 0.05% | +2.0% |
Q4 2018 | $295,000 | -12.7% | 2,200 | +4.8% | 0.05% | +6.4% |
Q3 2018 | $338,000 | +5.0% | 2,100 | -2.4% | 0.05% | 0.0% |
Q2 2018 | $322,000 | +5.6% | 2,152 | 0.0% | 0.05% | +9.3% |
Q1 2018 | $305,000 | +1.0% | 2,152 | 0.0% | 0.04% | +4.9% |
Q4 2017 | $302,000 | -2.3% | 2,152 | -7.7% | 0.04% | -6.8% |
Q3 2017 | $309,000 | +4.4% | 2,332 | 0.0% | 0.04% | 0.0% |
Q2 2017 | $296,000 | +4.6% | 2,332 | 0.0% | 0.04% | +4.8% |
Q1 2017 | $283,000 | +9.3% | 2,332 | 0.0% | 0.04% | +2.4% |
Q4 2016 | $259,000 | -0.8% | 2,332 | 0.0% | 0.04% | +2.5% |
Q3 2016 | $261,000 | +4.8% | 2,332 | 0.0% | 0.04% | +2.6% |
Q2 2016 | $249,000 | -1.6% | 2,332 | -2.1% | 0.04% | -2.5% |
Q1 2016 | $253,000 | 0.0% | 2,382 | 0.0% | 0.04% | +2.6% |
Q4 2015 | $253,000 | +3.7% | 2,382 | -2.2% | 0.04% | -2.5% |
Q3 2015 | $244,000 | -3.9% | 2,435 | +2.2% | 0.04% | +5.3% |
Q2 2015 | $254,000 | -3.4% | 2,382 | -5.4% | 0.04% | -2.6% |
Q1 2015 | $263,000 | +0.4% | 2,519 | 0.0% | 0.04% | -2.5% |
Q4 2014 | $262,000 | +4.4% | 2,519 | 0.0% | 0.04% | +2.6% |
Q3 2014 | $251,000 | +5.9% | 2,519 | +4.9% | 0.04% | +2.6% |
Q2 2014 | $237,000 | – | 2,402 | – | 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% |