VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $129,892 | +0.7% | 477 | +4.6% | 0.01% | 0.0% |
Q2 2023 | $129,030 | -14.9% | 456 | -25.0% | 0.01% | -17.6% |
Q1 2023 | $151,660 | +25.1% | 608 | +6.9% | 0.02% | +21.4% |
Q4 2022 | $121,260 | -42.3% | 569 | -42.1% | 0.01% | -48.1% |
Q3 2022 | $210,000 | -3.2% | 982 | +0.9% | 0.03% | +3.8% |
Q2 2022 | $217,000 | -23.3% | 973 | -1.2% | 0.03% | -16.1% |
Q1 2022 | $283,000 | -10.4% | 985 | 0.0% | 0.03% | -11.4% |
Q4 2021 | $316,000 | +53.4% | 985 | +38.7% | 0.04% | +40.0% |
Q3 2021 | $206,000 | -43.7% | 710 | -47.3% | 0.02% | +8.7% |
Q2 2021 | $366,000 | +111.6% | 1,346 | +100.0% | 0.02% | 0.0% |
Q1 2021 | $173,000 | – | 673 | – | 0.02% | – |
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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% |