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 | $5,051 | +14.4% | 16 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $4,416 | -3.6% | 16 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $4,582 | +13.6% | 16 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $4,033 | +17.3% | 16 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $3,439 | +14.6% | 16 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $3,000 | -50.0% | 16 | -48.4% | 0.00% | -50.0% |
Q2 2022 | $6,000 | -25.0% | 31 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $8,000 | 0.0% | 31 | -49.2% | 0.00% | 0.0% |
Q1 2018 | $8,000 | – | 61 | +2950.0% | 0.00% | – |
Q4 2017 | $0 | -100.0% | 2 | -87.5% | 0.00% | – |
Q3 2017 | $2,000 | +100.0% | 16 | +60.0% | 0.00% | – |
Q2 2017 | $1,000 | – | 10 | – | 0.00% | – |
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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% |