VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $461,225 | +13.4% | 1,630 | 0.0% | 0.08% | +6.8% |
| Q1 2023 | $406,588 | +17.0% | 1,630 | 0.0% | 0.07% | +12.1% |
| Q4 2022 | $347,369 | -6.1% | 1,630 | -5.7% | 0.07% | -13.2% |
| Q3 2022 | $370,000 | +6.3% | 1,729 | +10.8% | 0.08% | +15.2% |
| Q2 2022 | $348,000 | -22.5% | 1,560 | 0.0% | 0.07% | -10.8% |
| Q1 2022 | $449,000 | -12.1% | 1,560 | -2.1% | 0.07% | -2.6% |
| Q4 2021 | $511,000 | +10.6% | 1,593 | 0.0% | 0.08% | +1.3% |
| Q3 2021 | $462,000 | +1.1% | 1,593 | +0.1% | 0.08% | 0.0% |
| Q2 2021 | $457,000 | +15.4% | 1,592 | +3.2% | 0.08% | +7.1% |
| Q1 2021 | $396,000 | +3.4% | 1,542 | +2.1% | 0.07% | -1.4% |
| Q4 2020 | $383,000 | +11.3% | 1,510 | 0.0% | 0.07% | -1.4% |
| Q3 2020 | $344,000 | +12.8% | 1,510 | 0.0% | 0.07% | +2.9% |
| Q2 2020 | $305,000 | -2.2% | 1,510 | -24.1% | 0.07% | -15.7% |
| Q1 2020 | $312,000 | – | 1,990 | – | 0.08% | – |
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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% |