VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $60,000 | -10.4% | 209 | 0.0% | 0.02% | -10.5% |
Q4 2021 | $67,000 | +9.8% | 209 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $61,000 | +1.7% | 209 | 0.0% | 0.02% | +5.6% |
Q2 2021 | $60,000 | +11.1% | 209 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $54,000 | +1.9% | 209 | 0.0% | 0.02% | -14.3% |
Q4 2020 | $53,000 | +10.4% | 209 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $48,000 | +14.3% | 209 | 0.0% | 0.02% | +10.5% |
Q2 2020 | $42,000 | +27.3% | 209 | 0.0% | 0.02% | +11.8% |
Q1 2020 | $33,000 | -13.2% | 209 | 0.0% | 0.02% | +6.2% |
Q4 2019 | $38,000 | +8.6% | 209 | 0.0% | 0.02% | 0.0% |
Q3 2019 | $35,000 | -27.1% | 209 | -29.2% | 0.02% | -30.4% |
Q2 2019 | $48,000 | – | 295 | – | 0.02% | – |
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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% |