VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $387,769 | +4.7% | 1,424 | +8.8% | 0.13% | +14.2% |
| Q2 2023 | $370,395 | -41.1% | 1,309 | -53.6% | 0.11% | -60.4% |
| Q2 2022 | $629,000 | -22.4% | 2,820 | 0.0% | 0.28% | +32.6% |
| Q1 2022 | $811,000 | -14.6% | 2,820 | -4.7% | 0.22% | -11.2% |
| Q4 2021 | $950,000 | +44.8% | 2,960 | +31.0% | 0.24% | +33.7% |
| Q3 2021 | $656,000 | +9.2% | 2,260 | +7.9% | 0.18% | +35.1% |
| Q2 2021 | $601,000 | -0.5% | 2,095 | -10.9% | 0.13% | -10.1% |
| Q1 2021 | $604,000 | +27.2% | 2,350 | +25.3% | 0.15% | +22.1% |
| Q4 2020 | $475,000 | +733.3% | 1,875 | +435.7% | 0.12% | +430.4% |
| Q2 2019 | $57,000 | – | 350 | – | 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% |