VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,200,518 | -20.6% | 8,081 | -17.5% | 0.18% | -14.9% |
| Q2 2023 | $2,772,316 | +13.4% | 9,798 | +0.0% | 0.21% | +7.8% |
| Q1 2023 | $2,443,801 | +17.1% | 9,797 | 0.0% | 0.19% | +7.2% |
| Q4 2022 | $2,087,767 | -0.4% | 9,797 | +0.0% | 0.18% | -1.6% |
| Q3 2022 | $2,096,000 | -4.0% | 9,796 | 0.0% | 0.18% | +4.0% |
| Q2 2022 | $2,183,000 | -22.5% | 9,796 | +0.0% | 0.18% | -5.9% |
| Q1 2022 | $2,817,000 | -10.4% | 9,795 | 0.0% | 0.19% | -3.6% |
| Q4 2021 | $3,143,000 | +10.6% | 9,795 | 0.0% | 0.19% | +3.7% |
| Q3 2021 | $2,842,000 | +1.2% | 9,795 | +0.0% | 0.19% | +3.3% |
| Q2 2021 | $2,809,000 | +11.6% | 9,794 | 0.0% | 0.18% | -7.2% |
| Q1 2021 | $2,517,000 | +1.5% | 9,794 | +0.0% | 0.20% | -6.7% |
| Q4 2020 | $2,481,000 | -8.1% | 9,793 | -17.5% | 0.21% | -18.4% |
| Q3 2020 | $2,701,000 | +12.6% | 11,868 | 0.0% | 0.26% | -1.9% |
| Q2 2020 | $2,398,000 | +29.0% | 11,868 | +0.0% | 0.26% | +1.2% |
| Q1 2020 | $1,859,000 | -14.0% | 11,867 | +0.0% | 0.26% | +6.6% |
| Q4 2019 | $2,162,000 | +12.1% | 11,866 | +2.3% | 0.24% | +0.8% |
| Q3 2019 | $1,929,000 | +1.8% | 11,600 | 0.0% | 0.24% | +3.0% |
| Q2 2019 | $1,895,000 | +4.5% | 11,600 | 0.0% | 0.23% | -2.9% |
| Q1 2019 | $1,814,000 | +16.4% | 11,600 | 0.0% | 0.24% | -2.0% |
| Q4 2018 | $1,558,000 | -16.6% | 11,600 | 0.0% | 0.24% | +2.9% |
| Q3 2018 | $1,868,000 | -7.4% | 11,600 | -13.9% | 0.24% | -14.1% |
| Q2 2018 | $2,018,000 | +5.6% | 13,470 | 0.0% | 0.28% | -3.5% |
| Q1 2018 | $1,911,000 | -32.7% | 13,470 | -33.2% | 0.29% | -34.6% |
| Q4 2017 | $2,838,000 | +6.0% | 20,175 | 0.0% | 0.44% | +3.8% |
| Q3 2017 | $2,678,000 | +4.5% | 20,175 | 0.0% | 0.42% | -1.9% |
| Q2 2017 | $2,563,000 | +1.0% | 20,175 | 0.0% | 0.43% | -2.0% |
| Q1 2017 | $2,537,000 | +12.8% | 20,175 | 0.0% | 0.44% | -0.2% |
| Q4 2016 | $2,249,000 | -9.0% | 20,175 | -8.3% | 0.44% | -10.7% |
| Q3 2016 | $2,471,000 | – | 22,005 | – | 0.49% | – |
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% |