VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,873 | -3.6% | 789 | +0.1% | 0.12% | +4.2% |
| Q2 2023 | $222,966 | -7.9% | 788 | -6.5% | 0.12% | +7.1% |
| Q1 2022 | $242,000 | -14.5% | 843 | -4.4% | 0.11% | -11.1% |
| Q4 2021 | $283,000 | +10.5% | 882 | +0.1% | 0.13% | +2.4% |
| Q3 2021 | $256,000 | +1.6% | 881 | +0.1% | 0.12% | +4.2% |
| Q2 2021 | $252,000 | -66.1% | 880 | -69.6% | 0.12% | -70.0% |
| Q1 2021 | $744,000 | -5.0% | 2,893 | -6.4% | 0.39% | -0.3% |
| Q4 2020 | $783,000 | +12.8% | 3,092 | +1.5% | 0.39% | +2.9% |
| Q3 2020 | $694,000 | +10.7% | 3,047 | -1.9% | 0.38% | +18.6% |
| Q2 2020 | $627,000 | +7.5% | 3,105 | -16.6% | 0.32% | -11.5% |
| Q1 2020 | $583,000 | +24.6% | 3,721 | +44.7% | 0.36% | +63.7% |
| Q4 2019 | $468,000 | +10.4% | 2,571 | +0.7% | 0.22% | -29.4% |
| Q3 2019 | $424,000 | +4.7% | 2,552 | -1.5% | 0.32% | -16.4% |
| Q2 2019 | $405,000 | +19.8% | 2,592 | +19.8% | 0.38% | +76.6% |
| Q1 2019 | $338,000 | +16.2% | 2,163 | 0.0% | 0.21% | -5.7% |
| Q4 2018 | $291,000 | -28.1% | 2,163 | -14.1% | 0.23% | -16.5% |
| Q3 2018 | $405,000 | +91.9% | 2,517 | +78.5% | 0.27% | +136.5% |
| Q2 2018 | $211,000 | – | 1,410 | – | 0.12% | – |
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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% |