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 | $337,537 | +7.3% | 1,240 | +11.6% | 0.04% | +12.1% |
Q2 2023 | $314,457 | -59.7% | 1,111 | -64.5% | 0.03% | -62.9% |
Q1 2023 | $779,821 | +245.3% | 3,126 | +194.9% | 0.09% | +217.9% |
Q4 2022 | $225,843 | -0.5% | 1,060 | +0.1% | 0.03% | -3.4% |
Q3 2022 | $227,000 | -7.7% | 1,059 | -4.0% | 0.03% | 0.0% |
Q2 2022 | $246,000 | -2.8% | 1,103 | 0.0% | 0.03% | -3.3% |
Q1 2022 | $253,000 | -20.9% | 1,103 | +10.7% | 0.03% | 0.0% |
Q4 2021 | $320,000 | +14.7% | 996 | +3.8% | 0.03% | 0.0% |
Q3 2021 | $279,000 | -28.3% | 960 | -31.9% | 0.03% | +11.1% |
Q2 2021 | $389,000 | +53.8% | 1,410 | +43.1% | 0.03% | -10.0% |
Q1 2021 | $253,000 | – | 985 | – | 0.03% | – |
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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% |