VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,100,134 | -5.8% | 29,746 | -2.2% | 1.07% | -4.7% |
| Q2 2023 | $8,603,116 | +6.7% | 30,404 | -5.9% | 1.12% | +6.0% |
| Q1 2023 | $8,062,650 | +9.6% | 32,323 | -6.3% | 1.06% | +6.5% |
| Q4 2022 | $7,353,361 | -6.3% | 34,505 | -5.9% | 0.99% | -12.0% |
| Q3 2022 | $7,845,000 | -2.5% | 36,669 | +1.6% | 1.13% | +7.5% |
| Q2 2022 | $8,047,000 | -25.7% | 36,103 | -4.2% | 1.05% | -12.8% |
| Q1 2022 | $10,837,000 | -16.7% | 37,681 | -7.0% | 1.20% | -13.3% |
| Q4 2021 | $13,004,000 | +8.4% | 40,525 | -2.0% | 1.39% | -3.6% |
| Q3 2021 | $11,994,000 | -2.0% | 41,335 | -3.1% | 1.44% | -7.4% |
| Q2 2021 | $12,234,000 | +6.2% | 42,656 | -4.8% | 1.56% | +1.3% |
| Q1 2021 | $11,515,000 | -6.9% | 44,800 | -8.3% | 1.54% | -13.3% |
| Q4 2020 | $12,374,000 | -0.9% | 48,843 | -11.0% | 1.77% | -9.7% |
| Q3 2020 | $12,491,000 | -3.5% | 54,881 | -14.3% | 1.96% | -16.5% |
| Q2 2020 | $12,945,000 | +17.1% | 64,057 | -9.2% | 2.35% | +11.0% |
| Q1 2020 | $11,059,000 | -25.9% | 70,578 | -13.8% | 2.12% | -19.4% |
| Q4 2019 | $14,915,000 | +9.2% | 81,875 | -0.3% | 2.62% | +1.0% |
| Q3 2019 | $13,659,000 | +1.2% | 82,146 | -0.6% | 2.60% | +2.2% |
| Q2 2019 | $13,496,000 | +3.4% | 82,602 | -1.0% | 2.54% | -11.3% |
| Q1 2019 | $13,046,000 | +23.5% | 83,405 | +6.0% | 2.87% | +9.6% |
| Q4 2018 | $10,565,000 | -17.4% | 78,651 | -1.0% | 2.62% | -14.6% |
| Q3 2018 | $12,790,000 | +10.8% | 79,421 | +3.1% | 3.06% | +1.3% |
| Q2 2018 | $11,545,000 | +7.3% | 77,063 | +1.6% | 3.03% | +3.4% |
| Q1 2018 | $10,758,000 | +12.3% | 75,827 | +11.4% | 2.93% | +27.0% |
| Q4 2017 | $9,577,000 | +11.9% | 68,088 | +5.6% | 2.30% | +5.1% |
| Q3 2017 | $8,557,000 | +18.9% | 64,461 | +13.8% | 2.19% | +14.8% |
| Q2 2017 | $7,197,000 | +35.4% | 56,649 | +29.7% | 1.91% | +39.9% |
| Q1 2017 | $5,315,000 | – | 43,681 | – | 1.37% | – |
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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% |