VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $240 | -3.6% | 880 | 0.0% | 0.04% | -2.4% |
Q2 2023 | $249 | +13.2% | 880 | 0.0% | 0.04% | +7.9% |
Q1 2023 | $220 | -99.9% | 880 | 0.0% | 0.04% | -11.6% |
Q1 2022 | $253,000 | -27.1% | 880 | -18.5% | 0.04% | -25.9% |
Q4 2021 | $347,000 | +2.4% | 1,080 | -7.7% | 0.06% | -7.9% |
Q3 2021 | $339,000 | +0.9% | 1,170 | 0.0% | 0.06% | -3.1% |
Q2 2021 | $336,000 | +11.6% | 1,170 | 0.0% | 0.06% | +1.6% |
Q1 2021 | $301,000 | +1.7% | 1,170 | 0.0% | 0.06% | -11.1% |
Q4 2020 | $296,000 | +11.3% | 1,170 | 0.0% | 0.07% | -6.5% |
Q3 2020 | $266,000 | +12.7% | 1,170 | 0.0% | 0.08% | +1.3% |
Q2 2020 | $236,000 | -15.7% | 1,170 | -34.4% | 0.08% | -29.6% |
Q1 2020 | $280,000 | -28.4% | 1,784 | -16.9% | 0.11% | -6.9% |
Q4 2019 | $391,000 | +9.5% | 2,148 | 0.0% | 0.12% | -2.5% |
Q3 2019 | $357,000 | +1.7% | 2,148 | 0.0% | 0.12% | +1.7% |
Q2 2019 | $351,000 | – | 2,148 | – | 0.12% | – |
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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% |