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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,184,818 | +24.2% | 11,255 | +9.5% | 0.05% | +16.7% |
| Q1 2023 | $2,564,178 | +19.6% | 10,280 | +2.2% | 0.04% | +13.5% |
| Q4 2022 | $2,144,056 | -41.3% | 10,061 | -41.1% | 0.04% | -47.9% |
| Q3 2022 | $3,653,000 | +6.0% | 17,073 | +10.4% | 0.07% | +14.5% |
| Q2 2022 | $3,446,000 | -15.5% | 15,461 | +9.1% | 0.06% | -1.6% |
| Q1 2022 | $4,076,000 | -7.0% | 14,173 | +3.7% | 0.06% | -3.1% |
| Q4 2021 | $4,384,000 | +12.3% | 13,661 | +1.5% | 0.06% | +3.2% |
| Q3 2021 | $3,904,000 | +14.3% | 13,453 | +13.0% | 0.06% | +14.5% |
| Q2 2021 | $3,415,000 | +167.2% | 11,908 | +139.5% | 0.06% | +150.0% |
| Q1 2021 | $1,278,000 | +50.5% | 4,973 | +48.4% | 0.02% | +37.5% |
| Q4 2020 | $849,000 | +12.2% | 3,350 | +0.7% | 0.02% | +6.7% |
| Q3 2020 | $757,000 | +138.1% | 3,326 | +111.4% | 0.02% | +114.3% |
| Q2 2020 | $318,000 | +36.5% | 1,573 | +5.6% | 0.01% | +16.7% |
| Q1 2020 | $233,000 | -14.0% | 1,489 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $271,000 | +9.3% | 1,489 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $248,000 | +2.1% | 1,489 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $243,000 | +4.3% | 1,489 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $233,000 | +0.9% | 1,489 | +3.8% | 0.01% | 0.0% |
| Q3 2018 | $231,000 | +7.4% | 1,435 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $215,000 | +5.4% | 1,435 | 0.0% | 0.01% | +25.0% |
| Q1 2018 | $204,000 | +1.0% | 1,435 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $202,000 | +18.8% | 1,435 | -21.4% | 0.00% | 0.0% |
| Q4 2013 | $170,000 | – | 1,826 | – | 0.00% | – |
Download | ||||||
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% |