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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,311,445 | -6.6% | 4,816 | 0.0% | 0.16% | -0.6% |
| Q2 2023 | $1,404,057 | +15.8% | 4,816 | 0.0% | 0.16% | +8.8% |
| Q1 2023 | $1,212,043 | +18.1% | 4,816 | 0.0% | 0.15% | +8.9% |
| Q4 2022 | $1,026,338 | -0.4% | 4,816 | 0.0% | 0.14% | -19.6% |
| Q3 2022 | $1,030,000 | -0.1% | 4,816 | +4.1% | 0.17% | +9.8% |
| Q2 2022 | $1,031,000 | -22.5% | 4,626 | 0.0% | 0.15% | -11.0% |
| Q1 2022 | $1,330,000 | -10.4% | 4,626 | 0.0% | 0.17% | -10.9% |
| Q4 2021 | $1,484,000 | +10.6% | 4,626 | 0.0% | 0.19% | +7.2% |
| Q3 2021 | $1,342,000 | +1.1% | 4,626 | 0.0% | 0.18% | -2.2% |
| Q2 2021 | $1,327,000 | +11.6% | 4,626 | 0.0% | 0.18% | +7.6% |
| Q1 2021 | $1,189,000 | -2.9% | 4,626 | -4.3% | 0.17% | -12.3% |
| Q4 2020 | $1,224,000 | -92.9% | 4,832 | -93.6% | 0.20% | -92.1% |
| Q3 2020 | $17,168,000 | -61.4% | 75,425 | -65.7% | 2.47% | -55.2% |
| Q2 2020 | $44,433,000 | +3078.3% | 219,867 | +1584.0% | 5.51% | +1422.9% |
| Q2 2015 | $1,398,000 | – | 13,056 | – | 0.36% | – |
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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% |