VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,009 | -3.2% | 3,704 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $1,042 | +10.5% | 3,684 | -2.5% | 0.00% | 0.0% |
| Q1 2023 | $943 | +18.3% | 3,779 | +1.0% | 0.00% | 0.0% |
| Q4 2022 | $797 | -99.9% | 3,740 | -2.4% | 0.00% | 0.0% |
| Q3 2022 | $820,000 | -0.4% | 3,833 | +3.8% | 0.00% | 0.0% |
| Q2 2022 | $823,000 | -22.1% | 3,693 | +0.6% | 0.00% | 0.0% |
| Q1 2022 | $1,056,000 | -9.5% | 3,671 | +1.0% | 0.00% | 0.0% |
| Q4 2021 | $1,167,000 | +20.2% | 3,636 | +8.7% | 0.00% | 0.0% |
| Q3 2021 | $971,000 | +8.0% | 3,345 | +6.8% | 0.00% | 0.0% |
| Q2 2021 | $899,000 | +18.4% | 3,133 | +6.1% | 0.00% | +50.0% |
| Q1 2021 | $759,000 | +270.2% | 2,953 | +265.0% | 0.00% | +100.0% |
| Q4 2020 | $205,000 | -26.5% | 809 | -51.8% | 0.00% | 0.0% |
| Q3 2019 | $279,000 | – | 1,679 | – | 0.00% | – |
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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% |