VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $525,203 | -8.8% | 1,929 | -5.2% | 0.02% | -7.7% |
| Q2 2023 | $575,738 | +76.6% | 2,035 | +55.7% | 0.03% | +62.5% |
| Q1 2023 | $325,942 | +117145.3% | 1,307 | 0.0% | 0.02% | +33.3% |
| Q4 2022 | $278 | -99.9% | 1,307 | -5.6% | 0.01% | -14.3% |
| Q3 2022 | $296,000 | +2.1% | 1,384 | +6.3% | 0.01% | +7.7% |
| Q2 2022 | $290,000 | -30.1% | 1,302 | -9.7% | 0.01% | -13.3% |
| Q1 2022 | $415,000 | +56.0% | 1,442 | +73.7% | 0.02% | +66.7% |
| Q4 2021 | $266,000 | -36.1% | 830 | -42.0% | 0.01% | +12.5% |
| Q3 2021 | $416,000 | +102.9% | 1,432 | +100.0% | 0.01% | 0.0% |
| Q2 2021 | $205,000 | – | 716 | – | 0.01% | – |
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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% |