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 | $364,452 | -4.3% | 1,338 | -0.6% | 0.03% | -3.6% |
| Q2 2023 | $380,969 | +12.7% | 1,346 | -0.7% | 0.03% | +21.7% |
| Q1 2023 | $338,046 | +2.6% | 1,355 | -12.4% | 0.02% | -4.2% |
| Q4 2022 | $329,476 | +24.3% | 1,546 | +24.7% | 0.02% | +20.0% |
| Q3 2022 | $265,000 | -3.3% | 1,240 | +1.0% | 0.02% | 0.0% |
| Q2 2022 | $274,000 | -28.3% | 1,228 | -7.5% | 0.02% | -20.0% |
| Q1 2022 | $382,000 | -3.0% | 1,328 | +8.1% | 0.02% | 0.0% |
| Q4 2021 | $394,000 | +10.7% | 1,228 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $356,000 | +1.1% | 1,228 | 0.0% | 0.02% | +8.7% |
| Q2 2021 | $352,000 | +1035.5% | 1,228 | +272.1% | 0.02% | +130.0% |
| Q1 2014 | $31,000 | – | 330 | – | 0.01% | – |
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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% |