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 | $265,230 | -6.5% | 974 | -2.8% | 0.11% | -9.3% |
| Q2 2023 | $283,526 | +11.1% | 1,002 | -2.1% | 0.12% | +1.7% |
| Q1 2023 | $255,177 | +16.5% | 1,023 | -0.5% | 0.12% | -0.9% |
| Q4 2022 | $219,077 | -11.7% | 1,028 | -11.5% | 0.12% | -55.2% |
| Q3 2022 | $248,000 | -4.2% | 1,161 | -0.4% | 0.26% | -8.1% |
| Q2 2022 | $259,000 | -34.1% | 1,166 | -14.8% | 0.28% | -25.8% |
| Q1 2022 | $393,000 | -3.0% | 1,369 | +8.2% | 0.38% | +7.6% |
| Q4 2021 | $405,000 | – | 1,265 | – | 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% |