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 | $204,233 | -50.4% | 750 | -48.5% | 0.07% | -47.6% |
| Q2 2023 | $411,990 | +13.4% | 1,456 | 0.0% | 0.13% | +6.8% |
| Q1 2023 | $363,185 | +17.0% | 1,456 | 0.0% | 0.12% | +11.3% |
| Q4 2022 | $310,288 | -0.5% | 1,456 | 0.0% | 0.11% | -10.9% |
| Q3 2022 | $312,000 | -61.9% | 1,456 | -60.3% | 0.12% | -43.1% |
| Q2 2022 | $818,000 | -22.5% | 3,668 | 0.0% | 0.21% | -9.1% |
| Q1 2022 | $1,055,000 | -99.6% | 3,668 | +355.1% | 0.23% | -4.2% |
| Q4 2021 | $258,592,000 | +24203.8% | 806 | -78.0% | 0.24% | -4.0% |
| Q3 2021 | $1,064,000 | -0.2% | 3,668 | -1.3% | 0.25% | -0.8% |
| Q2 2021 | $1,066,000 | +11.6% | 3,717 | 0.0% | 0.25% | +2.9% |
| Q1 2021 | $955,000 | +2.0% | 3,717 | +0.6% | 0.24% | -7.2% |
| Q4 2020 | $936,000 | – | 3,694 | – | 0.26% | – |
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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% |