VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $319,058 | -11.3% | 1,172 | -7.8% | 0.03% | -6.1% |
| Q2 2023 | $359,721 | +13.5% | 1,271 | 0.0% | 0.03% | +10.0% |
| Q1 2023 | $317,004 | +101503.8% | 1,271 | -13.1% | 0.03% | -3.2% |
| Q4 2022 | $312 | -99.9% | 1,463 | +4.5% | 0.03% | -6.1% |
| Q3 2022 | $299,000 | -4.2% | 1,400 | +0.1% | 0.03% | +3.1% |
| Q2 2022 | $312,000 | -1.3% | 1,399 | +27.3% | 0.03% | +14.3% |
| Q1 2022 | $316,000 | -10.5% | 1,099 | 0.0% | 0.03% | -6.7% |
| Q4 2021 | $353,000 | +10.7% | 1,099 | +0.1% | 0.03% | 0.0% |
| Q3 2021 | $319,000 | +29.7% | 1,098 | +28.1% | 0.03% | +30.4% |
| Q2 2021 | $246,000 | +11.8% | 857 | 0.0% | 0.02% | +9.5% |
| Q1 2021 | $220,000 | -1.3% | 857 | -2.8% | 0.02% | -8.7% |
| Q4 2020 | $223,000 | +10.9% | 882 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $201,000 | – | 882 | – | 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% |