VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,698,001 | -0.5% | 6,236 | +3.4% | 0.07% | -2.9% |
| Q2 2023 | $1,706,897 | +4.7% | 6,032 | -7.7% | 0.07% | -2.8% |
| Q1 2023 | $1,630,434 | +15.6% | 6,536 | -1.3% | 0.07% | +7.6% |
| Q4 2022 | $1,411,005 | -16.5% | 6,621 | -16.2% | 0.07% | -25.8% |
| Q3 2022 | $1,690,000 | -24.4% | 7,900 | -21.2% | 0.09% | -23.9% |
| Q2 2022 | $2,234,000 | -4.8% | 10,025 | +22.9% | 0.12% | 0.0% |
| Q1 2022 | $2,346,000 | -14.4% | 8,158 | -4.5% | 0.12% | -14.6% |
| Q4 2021 | $2,740,000 | +18.2% | 8,539 | +6.9% | 0.14% | +3.8% |
| Q3 2021 | $2,318,000 | -37.7% | 7,990 | -38.4% | 0.13% | -41.3% |
| Q2 2021 | $3,721,000 | +72.6% | 12,975 | +54.7% | 0.22% | +30.1% |
| Q1 2021 | $2,156,000 | +31.1% | 8,387 | +29.2% | 0.17% | +38.4% |
| Q4 2020 | $1,644,000 | -1.0% | 6,490 | -11.0% | 0.12% | -12.0% |
| Q3 2020 | $1,660,000 | +1.5% | 7,294 | -9.9% | 0.14% | -7.2% |
| Q2 2020 | $1,636,000 | +17.6% | 8,094 | -8.9% | 0.15% | +0.7% |
| Q1 2020 | $1,391,000 | -17.9% | 8,880 | -4.6% | 0.15% | -18.3% |
| Q4 2019 | $1,695,000 | +25.1% | 9,306 | +14.2% | 0.19% | +13.4% |
| Q3 2019 | $1,355,000 | +1.7% | 8,150 | 0.0% | 0.16% | -5.7% |
| Q2 2019 | $1,332,000 | +27.3% | 8,150 | +21.8% | 0.17% | +14.5% |
| Q1 2019 | $1,046,000 | +11.8% | 6,689 | -4.0% | 0.15% | -4.4% |
| Q4 2018 | $936,000 | -16.7% | 6,971 | 0.0% | 0.16% | -20.1% |
| Q3 2018 | $1,123,000 | +7.6% | 6,971 | 0.0% | 0.20% | +2.1% |
| Q2 2018 | $1,044,000 | +17.0% | 6,971 | +10.9% | 0.20% | +10.8% |
| Q1 2018 | $892,000 | +0.9% | 6,285 | 0.0% | 0.18% | -7.4% |
| Q4 2017 | $884,000 | +6.0% | 6,285 | 0.0% | 0.19% | -1.0% |
| Q3 2017 | $834,000 | +20.2% | 6,285 | +15.0% | 0.19% | +13.6% |
| Q2 2017 | $694,000 | +230.5% | 5,465 | +157.9% | 0.17% | +225.0% |
| Q2 2014 | $210,000 | – | 2,119 | – | 0.05% | – |
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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% |