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 | $142,567 | -11.7% | 504 | -11.6% | 0.06% | -4.5% |
| Q2 2023 | $161,368 | +13.7% | 570 | +0.2% | 0.07% | +10.0% |
| Q1 2023 | $141,931 | -23.4% | 569 | -34.5% | 0.06% | -25.0% |
| Q4 2022 | $185,193 | +7.7% | 869 | +8.2% | 0.08% | 0.0% |
| Q3 2022 | $172,000 | -3.9% | 803 | 0.0% | 0.08% | +8.1% |
| Q2 2022 | $179,000 | -22.5% | 803 | 0.0% | 0.07% | -9.8% |
| Q1 2022 | $231,000 | -28.3% | 803 | -19.9% | 0.08% | -20.4% |
| Q4 2021 | $322,000 | +10.7% | 1,003 | 0.0% | 0.10% | +8.4% |
| Q3 2021 | $291,000 | +1.0% | 1,003 | 0.0% | 0.10% | -3.1% |
| Q2 2021 | $288,000 | +11.6% | 1,003 | 0.0% | 0.10% | +1.0% |
| Q1 2021 | $258,000 | -15.4% | 1,003 | -16.6% | 0.10% | -11.8% |
| Q4 2020 | $305,000 | – | 1,203 | – | 0.11% | – |
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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% |