VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $907,882 | -3.8% | 3,334 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $943,389 | +13.4% | 3,334 | 0.0% | 0.01% | +14.3% |
| Q1 2023 | $831,633 | +17.0% | 3,334 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $710,509 | +11.0% | 3,334 | +11.4% | 0.01% | 0.0% |
| Q3 2022 | $640,000 | -4.0% | 2,992 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $667,000 | -24.5% | 2,992 | -2.5% | 0.01% | -14.3% |
| Q1 2022 | $883,000 | -10.4% | 3,069 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $985,000 | +10.5% | 3,069 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $891,000 | +14.7% | 3,069 | +13.3% | 0.01% | +14.3% |
| Q2 2021 | $777,000 | +181.5% | 2,709 | +152.0% | 0.01% | +133.3% |
| Q1 2021 | $276,000 | +1.5% | 1,075 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $272,000 | +11.0% | 1,075 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $245,000 | +12.9% | 1,075 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $217,000 | – | 1,075 | – | 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% |