VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,761,846 | +14.7% | 6,470 | +19.2% | 1.25% | +20.8% |
Q2 2023 | $1,535,907 | +529.6% | 5,428 | +455.0% | 1.03% | +454.8% |
Q1 2023 | $243,952 | +258.8% | 978 | +208.5% | 0.19% | +272.0% |
Q3 2022 | $68,000 | +4.6% | 317 | +8.6% | 0.05% | +8.7% |
Q2 2022 | $65,000 | -23.5% | 292 | -1.4% | 0.05% | -13.2% |
Q1 2022 | $85,000 | +9.0% | 296 | +21.3% | 0.05% | -13.1% |
Q4 2021 | $78,000 | 0.0% | 244 | -28.7% | 0.06% | -33.0% |
Q3 2020 | $78,000 | +13.0% | 342 | 0.0% | 0.09% | +13.8% |
Q2 2020 | $69,000 | +245.0% | 342 | +167.2% | 0.08% | +185.7% |
Q1 2020 | $20,000 | -13.0% | 128 | 0.0% | 0.03% | +21.7% |
Q4 2019 | $23,000 | – | 128 | – | 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% |