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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $630,000 | -18.9% | 2,228 | -28.5% | 0.09% | -84.3% |
| Q1 2023 | $777,255 | +62.9% | 3,116 | +39.9% | 0.58% | +522.3% |
| Q3 2022 | $477,000 | -84.8% | 2,228 | -77.1% | 0.09% | -76.3% |
| Q4 2021 | $3,128,000 | +7.7% | 9,748 | -3.7% | 0.40% | +7.9% |
| Q2 2021 | $2,904,000 | +58.2% | 10,125 | +41.7% | 0.37% | +33.5% |
| Q1 2021 | $1,836,000 | -57.3% | 7,145 | -57.9% | 0.28% | -53.1% |
| Q4 2020 | $4,298,000 | +2.3% | 16,965 | -8.1% | 0.59% | -7.0% |
| Q3 2020 | $4,201,000 | +1066.9% | 18,458 | +878.2% | 0.63% | +950.0% |
| Q4 2019 | $360,000 | -95.4% | 1,887 | -97.6% | 0.06% | -98.0% |
| Q4 2015 | $7,781,000 | +17.3% | 77,147 | +16.7% | 3.08% | +29.5% |
| Q3 2015 | $6,631,000 | -11.7% | 66,115 | -6.2% | 2.38% | -6.5% |
| Q2 2015 | $7,509,000 | +11.8% | 70,484 | +9.8% | 2.54% | +17.4% |
| Q1 2015 | $6,717,000 | – | 64,213 | – | 2.16% | – |
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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% |