VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,235,309 | +9.6% | 15,553 | +13.9% | 0.55% | +7.6% |
Q2 2023 | $3,865,344 | +140.0% | 13,660 | +111.6% | 0.51% | +119.8% |
Q1 2023 | $1,610,752 | +20.4% | 6,457 | +2.9% | 0.23% | +10.5% |
Q4 2022 | $1,337,994 | +4.4% | 6,278 | +4.8% | 0.21% | -7.5% |
Q3 2022 | $1,282,000 | +317.6% | 5,992 | +335.5% | 0.23% | +278.3% |
Q2 2022 | $307,000 | +4.1% | 1,376 | +34.2% | 0.06% | +15.4% |
Q1 2022 | $295,000 | -73.4% | 1,025 | -70.4% | 0.05% | -74.0% |
Q4 2021 | $1,110,000 | +51.2% | 3,458 | +36.7% | 0.20% | +35.1% |
Q3 2021 | $734,000 | +103.9% | 2,530 | +101.8% | 0.15% | +108.5% |
Q2 2021 | $360,000 | -95.6% | 1,254 | -97.8% | 0.07% | -97.3% |
Q1 2018 | $8,159,000 | -64.9% | 57,506 | -65.2% | 2.64% | -65.9% |
Q4 2017 | $23,229,000 | +16.4% | 165,153 | +9.9% | 7.73% | +8.8% |
Q3 2017 | $19,951,000 | – | 150,292 | – | 7.11% | – |
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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% |