VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $858,086 | -4.7% | 3,151 | -0.9% | 0.20% | -4.9% |
| Q2 2023 | $900,134 | +13.7% | 3,181 | +0.2% | 0.20% | +2.0% |
| Q1 2023 | $792,006 | +39.0% | 3,175 | +18.7% | 0.20% | +8.6% |
| Q4 2022 | $569,885 | +5.5% | 2,674 | +5.9% | 0.18% | +1.6% |
| Q3 2022 | $540,000 | -1.5% | 2,526 | +2.8% | 0.18% | +2.2% |
| Q2 2022 | $548,000 | -20.2% | 2,458 | +3.0% | 0.18% | -11.9% |
| Q1 2022 | $687,000 | -7.4% | 2,387 | +3.3% | 0.20% | -5.6% |
| Q4 2021 | $742,000 | +13.6% | 2,311 | +2.8% | 0.21% | 0.0% |
| Q3 2021 | $653,000 | -1.5% | 2,249 | -2.7% | 0.21% | -3.2% |
| Q2 2021 | $663,000 | +12.9% | 2,312 | +1.2% | 0.22% | -5.2% |
| Q1 2021 | $587,000 | +71.6% | 2,285 | +69.0% | 0.23% | +39.5% |
| Q4 2020 | $342,000 | +15.5% | 1,352 | +4.1% | 0.17% | -4.6% |
| Q3 2020 | $296,000 | +10.9% | 1,299 | -1.7% | 0.18% | +6.7% |
| Q2 2020 | $267,000 | +13.6% | 1,322 | -12.0% | 0.16% | -5.2% |
| Q1 2020 | $235,000 | -14.5% | 1,502 | -0.4% | 0.17% | +17.7% |
| Q4 2019 | $275,000 | – | 1,508 | – | 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% |