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 | $1,641,757 | +5.9% | 6,029 | +10.0% | 0.50% | +14.5% |
| Q2 2023 | $1,550,338 | +13.1% | 5,479 | -0.3% | 0.44% | -1.1% |
| Q1 2023 | $1,370,922 | -23.2% | 5,496 | -34.4% | 0.44% | -27.5% |
| Q4 2022 | $1,784,157 | +20.2% | 8,372 | +20.7% | 0.61% | +44.8% |
| Q3 2022 | $1,484,000 | -4.0% | 6,937 | 0.0% | 0.42% | +5.2% |
| Q2 2022 | $1,546,000 | -30.1% | 6,937 | -9.8% | 0.40% | -15.3% |
| Q1 2022 | $2,211,000 | +109.4% | 7,689 | +133.6% | 0.48% | +104.3% |
| Q4 2021 | $1,056,000 | +15.7% | 3,292 | +4.7% | 0.23% | -0.9% |
| Q3 2021 | $913,000 | +1.2% | 3,145 | 0.0% | 0.24% | -0.8% |
| Q2 2021 | $902,000 | +8.5% | 3,145 | -2.8% | 0.24% | +3.5% |
| Q1 2021 | $831,000 | -3.5% | 3,234 | -4.8% | 0.23% | -13.6% |
| Q4 2020 | $861,000 | +4.1% | 3,398 | -6.5% | 0.26% | -7.7% |
| Q3 2020 | $827,000 | +0.4% | 3,634 | -10.9% | 0.29% | -7.7% |
| Q2 2020 | $824,000 | +19.1% | 4,077 | -7.6% | 0.31% | -0.3% |
| Q1 2020 | $692,000 | -58.4% | 4,414 | -51.6% | 0.31% | -49.3% |
| Q4 2019 | $1,662,000 | -4.7% | 9,124 | -13.0% | 0.62% | -11.9% |
| Q3 2019 | $1,744,000 | +5.1% | 10,486 | +3.2% | 0.70% | +0.7% |
| Q2 2019 | $1,660,000 | -0.8% | 10,157 | -5.0% | 0.69% | +0.1% |
| Q1 2019 | $1,673,000 | +8.1% | 10,693 | -7.2% | 0.69% | -7.0% |
| Q4 2018 | $1,547,000 | -26.2% | 11,520 | -11.4% | 0.74% | -12.2% |
| Q3 2018 | $2,095,000 | +4.5% | 13,009 | -2.8% | 0.85% | +0.6% |
| Q2 2018 | $2,004,000 | +7.3% | 13,380 | +1.6% | 0.84% | +5.9% |
| Q1 2018 | $1,868,000 | -29.1% | 13,169 | -29.7% | 0.80% | -29.8% |
| Q4 2017 | $2,635,000 | +5.3% | 18,736 | -0.6% | 1.13% | +1.5% |
| Q3 2017 | $2,503,000 | +10.5% | 18,858 | +5.7% | 1.12% | +4.5% |
| Q2 2017 | $2,266,000 | -27.4% | 17,835 | -30.5% | 1.07% | -34.9% |
| Q1 2017 | $3,121,000 | +11.8% | 25,657 | +2.4% | 1.64% | +7.8% |
| Q4 2016 | $2,792,000 | – | 25,046 | – | 1.52% | – |
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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% |