VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 522 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 0.30 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,466 | +1.2% | 1,063 | +5.1% | 0.04% | -2.3% |
| Q2 2023 | $286,073 | +36.9% | 1,011 | +39.4% | 0.04% | +38.7% |
| Q1 2022 | $209,000 | -13.6% | 725 | -4.0% | 0.03% | -8.8% |
| Q4 2021 | $242,000 | +8.5% | 755 | -1.9% | 0.03% | +6.2% |
| Q3 2021 | $223,000 | +2.8% | 770 | +1.7% | 0.03% | 0.0% |
| Q2 2021 | $217,000 | +80.8% | 757 | -5.4% | 0.03% | +18.5% |
| Q2 2018 | $120,000 | +23.7% | 800 | 0.0% | 0.03% | +3.8% |
| Q1 2017 | $97,000 | +15.5% | 800 | +6.7% | 0.03% | +4.0% |
| Q4 2016 | $84,000 | +25.4% | 750 | +25.0% | 0.02% | +25.0% |
| Q3 2016 | $67,000 | -70.2% | 600 | -71.4% | 0.02% | -74.0% |
| Q2 2015 | $225,000 | +3.7% | 2,100 | +1.2% | 0.08% | +2.7% |
| Q1 2015 | $217,000 | 0.0% | 2,075 | 0.0% | 0.08% | -6.2% |
| Q4 2014 | $217,000 | +244.4% | 2,075 | +159.4% | 0.08% | +158.1% |
| Q2 2013 | $63,000 | – | 800 | – | 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% |