VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 599 filers reported holding VANGUARD INDEX FDS in Q2 2017. The put-call ratio across all filers is 0.80 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $568,856 | -3.8% | 2,089 | 0.0% | 0.25% | +5.5% |
| Q2 2023 | $591,103 | +13.4% | 2,089 | 0.0% | 0.24% | +10.8% |
| Q1 2023 | $521,080 | +17.0% | 2,089 | 0.0% | 0.21% | +15.8% |
| Q4 2022 | $445,187 | -0.4% | 2,089 | 0.0% | 0.18% | -9.8% |
| Q3 2022 | $447,000 | -4.1% | 2,089 | 0.0% | 0.20% | +2.5% |
| Q2 2022 | $466,000 | -22.5% | 2,089 | 0.0% | 0.20% | -9.5% |
| Q1 2022 | $601,000 | -10.3% | 2,089 | 0.0% | 0.22% | -1.3% |
| Q4 2021 | $670,000 | +10.6% | 2,089 | 0.0% | 0.22% | -0.4% |
| Q3 2021 | $606,000 | +0.7% | 2,089 | -0.5% | 0.22% | -7.8% |
| Q2 2021 | $602,000 | +11.5% | 2,099 | 0.0% | 0.24% | +3.0% |
| Q1 2021 | $540,000 | +1.5% | 2,099 | 0.0% | 0.24% | -7.1% |
| Q4 2020 | $532,000 | +11.3% | 2,099 | 0.0% | 0.25% | -3.8% |
| Q3 2020 | $478,000 | +12.7% | 2,099 | 0.0% | 0.26% | -8.3% |
| Q2 2020 | $424,000 | +28.9% | 2,099 | 0.0% | 0.29% | +7.1% |
| Q1 2020 | $329,000 | -13.9% | 2,099 | 0.0% | 0.27% | +7.2% |
| Q4 2019 | $382,000 | +9.5% | 2,099 | 0.0% | 0.25% | +2.9% |
| Q3 2019 | $349,000 | +1.7% | 2,099 | 0.0% | 0.24% | +4.3% |
| Q2 2019 | $343,000 | +4.6% | 2,099 | 0.0% | 0.23% | +13.0% |
| Q1 2019 | $328,000 | +16.3% | 2,099 | 0.0% | 0.21% | +0.5% |
| Q4 2018 | $282,000 | -16.6% | 2,099 | 0.0% | 0.21% | +6.7% |
| Q3 2018 | $338,000 | +7.6% | 2,099 | 0.0% | 0.19% | +7.2% |
| Q2 2018 | $314,000 | +5.4% | 2,099 | 0.0% | 0.18% | +21.6% |
| Q1 2018 | $298,000 | +1.0% | 2,099 | 0.0% | 0.15% | +4.2% |
| Q4 2017 | $295,000 | +5.7% | 2,099 | 0.0% | 0.14% | +2.9% |
| Q3 2017 | $279,000 | +8.1% | 2,099 | +3.4% | 0.14% | +4.5% |
| Q2 2017 | $258,000 | +4.5% | 2,030 | 0.0% | 0.13% | +6.5% |
| Q1 2017 | $247,000 | +9.3% | 2,030 | 0.0% | 0.12% | +3.3% |
| Q4 2016 | $226,000 | – | 2,030 | – | 0.12% | – |
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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% |