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 | $424,368 | -10.8% | 1,558 | -7.3% | 0.02% | -13.8% |
| Q2 2023 | $475,621 | +13.1% | 1,681 | -0.3% | 0.03% | +7.4% |
| Q1 2023 | $420,507 | +17.0% | 1,686 | -0.1% | 0.03% | +3.8% |
| Q4 2022 | $359,456 | +13.0% | 1,687 | +13.6% | 0.03% | -3.7% |
| Q3 2022 | $318,000 | -6.2% | 1,485 | -2.2% | 0.03% | -10.0% |
| Q2 2022 | $339,000 | -53.6% | 1,519 | -40.2% | 0.03% | -50.8% |
| Q1 2022 | $730,000 | +5.8% | 2,539 | +18.0% | 0.06% | +1.7% |
| Q4 2021 | $690,000 | +10.0% | 2,151 | -0.4% | 0.06% | -10.4% |
| Q3 2021 | $627,000 | +1.3% | 2,159 | 0.0% | 0.07% | -23.0% |
| Q2 2021 | $619,000 | -8.6% | 2,159 | -18.0% | 0.09% | -25.0% |
| Q1 2021 | $677,000 | +110.2% | 2,633 | +110.0% | 0.12% | +96.6% |
| Q4 2020 | $322,000 | +17.5% | 1,254 | +4.3% | 0.06% | 0.0% |
| Q3 2020 | $274,000 | +7.5% | 1,202 | 0.0% | 0.06% | +3.5% |
| Q2 2020 | $255,000 | -19.3% | 1,202 | -30.6% | 0.06% | -14.9% |
| Q4 2019 | $316,000 | +3.6% | 1,733 | -5.7% | 0.07% | -8.2% |
| Q3 2019 | $305,000 | +2.7% | 1,837 | +1.0% | 0.07% | 0.0% |
| Q2 2019 | $297,000 | +4.6% | 1,819 | +0.3% | 0.07% | +2.8% |
| Q1 2019 | $284,000 | – | 1,814 | – | 0.07% | – |
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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% |