VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $228,000 | -17.4% | 1,067 | -13.7% | 0.27% | +34.3% |
Q2 2022 | $276,000 | +0.7% | 1,237 | +29.9% | 0.20% | +43.6% |
Q1 2022 | $274,000 | -10.5% | 952 | 0.0% | 0.14% | +12.0% |
Q4 2021 | $306,000 | +10.9% | 952 | 0.0% | 0.12% | -11.3% |
Q3 2021 | $276,000 | +1.1% | 952 | 0.0% | 0.14% | +13.7% |
Q2 2021 | $273,000 | +7.9% | 952 | -3.2% | 0.12% | -3.9% |
Q1 2021 | $253,000 | -1.9% | 983 | -3.6% | 0.13% | +6.6% |
Q4 2020 | $258,000 | +7.1% | 1,020 | -3.8% | 0.12% | -8.3% |
Q3 2020 | $241,000 | +12.6% | 1,060 | 0.0% | 0.13% | +9.1% |
Q2 2020 | $214,000 | +23.0% | 1,060 | -4.4% | 0.12% | -7.6% |
Q1 2020 | $174,000 | -16.7% | 1,109 | -3.4% | 0.13% | +172.9% |
Q4 2019 | $209,000 | +3.0% | 1,148 | -6.1% | 0.05% | -58.3% |
Q3 2019 | $203,000 | -79.9% | 1,223 | -81.5% | 0.12% | -78.1% |
Q2 2019 | $1,012,000 | +384.2% | 6,623 | +409.5% | 0.53% | +453.7% |
Q3 2018 | $209,000 | – | 1,300 | – | 0.10% | – |
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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% |