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 | $447,132 | -3.8% | 1,642 | 0.0% | 0.17% | -11.8% |
| Q2 2023 | $464,620 | +14.8% | 1,642 | +1.2% | 0.20% | +26.6% |
| Q1 2023 | $404,841 | +17.0% | 1,623 | 0.0% | 0.15% | -1.9% |
| Q4 2022 | $345,878 | +0.3% | 1,623 | +0.4% | 0.16% | -4.3% |
| Q3 2022 | $345,000 | -1.4% | 1,617 | +2.8% | 0.16% | +21.5% |
| Q2 2022 | $350,000 | -29.7% | 1,573 | -9.0% | 0.14% | -27.0% |
| Q1 2022 | $498,000 | -7.6% | 1,728 | +3.0% | 0.18% | 0.0% |
| Q4 2021 | $539,000 | +10.7% | 1,678 | 0.0% | 0.18% | +25.9% |
| Q3 2021 | $487,000 | – | 1,678 | – | 0.15% | – |
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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% |