VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $867,035 | -5.3% | 3,184 | -1.6% | 0.01% | +14.3% |
Q2 2023 | $915,659 | +13.4% | 3,236 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $807,188 | +17.0% | 3,236 | 0.0% | 0.01% | +16.7% |
Q4 2022 | $689,624 | -0.3% | 3,236 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $692,000 | +51.8% | 3,236 | +58.3% | 0.01% | +50.0% |
Q2 2022 | $456,000 | -22.4% | 2,044 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $588,000 | -11.0% | 2,044 | -0.8% | 0.00% | 0.0% |
Q4 2021 | $661,000 | -16.8% | 2,060 | -24.7% | 0.00% | -20.0% |
Q3 2021 | $794,000 | -19.7% | 2,735 | -20.7% | 0.01% | -16.7% |
Q2 2021 | $989,000 | -20.4% | 3,447 | -28.7% | 0.01% | -25.0% |
Q1 2021 | $1,243,000 | -30.9% | 4,837 | -31.9% | 0.01% | -33.3% |
Q4 2020 | $1,799,000 | +73.8% | 7,103 | +56.1% | 0.01% | +71.4% |
Q3 2020 | $1,035,000 | +17.7% | 4,549 | +4.5% | 0.01% | 0.0% |
Q2 2020 | $879,000 | +28.9% | 4,352 | 0.0% | 0.01% | +16.7% |
Q1 2020 | $682,000 | -40.7% | 4,352 | -31.1% | 0.01% | -14.3% |
Q4 2019 | $1,151,000 | +252.0% | 6,316 | +221.6% | 0.01% | +250.0% |
Q3 2019 | $327,000 | +1.9% | 1,964 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $321,000 | +4.6% | 1,964 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $307,000 | +411.7% | 1,964 | +339.4% | 0.00% | – |
Q4 2018 | $60,000 | +900.0% | 447 | +794.0% | 0.00% | – |
Q2 2017 | $6,000 | -80.0% | 50 | -80.0% | 0.00% | – |
Q1 2017 | $30,000 | +400.0% | 250 | +410.2% | 0.00% | – |
Q3 2016 | $6,000 | +20.0% | 49 | 0.0% | 0.00% | – |
Q2 2016 | $5,000 | -86.5% | 49 | -86.1% | 0.00% | – |
Q4 2015 | $37,000 | +270.0% | 352 | +270.5% | 0.00% | – |
Q4 2014 | $10,000 | – | 95 | – | 0.00% | – |
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% |