VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,556 | -3.8% | 13,059 | 0.0% | 0.89% | +3.0% |
| Q2 2023 | $3,695 | +13.4% | 13,059 | 0.0% | 0.87% | +13.0% |
| Q1 2023 | $3,257 | +16.7% | 13,059 | -0.3% | 0.77% | +10.7% |
| Q4 2022 | $2,792 | -99.9% | 13,103 | -0.4% | 0.69% | -4.1% |
| Q3 2022 | $2,816,000 | -4.5% | 13,161 | -0.5% | 0.72% | -2.7% |
| Q2 2022 | $2,949,000 | -22.1% | 13,231 | +0.5% | 0.74% | -26.5% |
| Q1 2022 | $3,788,000 | -10.8% | 13,170 | -0.4% | 1.01% | -16.1% |
| Q4 2021 | $4,245,000 | +9.7% | 13,229 | -0.8% | 1.21% | -4.4% |
| Q3 2021 | $3,871,000 | +0.6% | 13,342 | -0.5% | 1.26% | -2.9% |
| Q2 2021 | $3,847,000 | +11.1% | 13,414 | -0.4% | 1.30% | +2.2% |
| Q1 2021 | $3,462,000 | +1.1% | 13,468 | -0.4% | 1.27% | -0.5% |
| Q4 2020 | $3,425,000 | +6.6% | 13,518 | -4.2% | 1.28% | -2.8% |
| Q3 2020 | $3,212,000 | +12.6% | 14,113 | 0.0% | 1.31% | +7.4% |
| Q2 2020 | $2,852,000 | +28.8% | 14,113 | -0.1% | 1.22% | +16.0% |
| Q1 2020 | $2,214,000 | -14.0% | 14,129 | 0.0% | 1.06% | -2.8% |
| Q4 2019 | $2,574,000 | +8.7% | 14,129 | -0.8% | 1.08% | +6.2% |
| Q3 2019 | $2,368,000 | +1.8% | 14,241 | 0.0% | 1.02% | +2.6% |
| Q2 2019 | $2,327,000 | +30.8% | 14,241 | +25.2% | 1.00% | +23.7% |
| Q1 2019 | $1,779,000 | +16.4% | 11,376 | 0.0% | 0.80% | +8.8% |
| Q4 2018 | $1,528,000 | -17.5% | 11,376 | -1.1% | 0.74% | -13.9% |
| Q3 2018 | $1,852,000 | +7.5% | 11,501 | 0.0% | 0.86% | +5.1% |
| Q2 2018 | $1,723,000 | +5.6% | 11,501 | 0.0% | 0.82% | +5.0% |
| Q1 2018 | $1,632,000 | +0.9% | 11,501 | 0.0% | 0.78% | -5.8% |
| Q4 2017 | $1,618,000 | +66.1% | 11,501 | +56.7% | 0.83% | +53.8% |
| Q3 2017 | $974,000 | +4.5% | 7,340 | 0.0% | 0.54% | -7.9% |
| Q2 2017 | $932,000 | +4.4% | 7,340 | 0.0% | 0.58% | +1.4% |
| Q1 2017 | $893,000 | +9.2% | 7,340 | 0.0% | 0.58% | +1.6% |
| Q4 2016 | $818,000 | -0.7% | 7,340 | 0.0% | 0.57% | -0.2% |
| Q3 2016 | $824,000 | +4.7% | 7,340 | 0.0% | 0.57% | +2.9% |
| Q2 2016 | $787,000 | +65.0% | 7,340 | +63.7% | 0.55% | +58.3% |
| Q1 2016 | $477,000 | 0.0% | 4,484 | 0.0% | 0.35% | -4.1% |
| Q4 2015 | $477,000 | +6.0% | 4,484 | 0.0% | 0.36% | +2.8% |
| Q3 2015 | $450,000 | -19.2% | 4,484 | -13.8% | 0.35% | -23.1% |
| Q2 2015 | $557,000 | +2.4% | 5,201 | 0.0% | 0.46% | -7.1% |
| Q1 2015 | $544,000 | -9.2% | 5,201 | -9.4% | 0.49% | -19.3% |
| Q4 2014 | $599,000 | +3.8% | 5,740 | -0.8% | 0.61% | +21.9% |
| Q3 2014 | $577,000 | – | 5,788 | – | 0.50% | – |
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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% |