VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,392,082 | +72.8% | 5,112 | +79.6% | 0.24% | +16.6% |
| Q2 2023 | $805,703 | +13.6% | 2,847 | +0.1% | 0.20% | +14.5% |
| Q1 2023 | $709,209 | +17.3% | 2,843 | +0.2% | 0.18% | +15.5% |
| Q4 2022 | $604,827 | -0.2% | 2,838 | +0.2% | 0.16% | -7.7% |
| Q3 2022 | $606,000 | -3.8% | 2,832 | +0.2% | 0.17% | -7.7% |
| Q2 2022 | $630,000 | -22.4% | 2,827 | +0.1% | 0.18% | -27.5% |
| Q1 2022 | $812,000 | -10.3% | 2,823 | +0.1% | 0.25% | -13.7% |
| Q4 2021 | $905,000 | +10.8% | 2,820 | +0.1% | 0.29% | -1.0% |
| Q3 2021 | $817,000 | +7.9% | 2,816 | +6.6% | 0.29% | 0.0% |
| Q2 2021 | $757,000 | +6.9% | 2,641 | -4.2% | 0.29% | +1.0% |
| Q1 2021 | $708,000 | +1.6% | 2,756 | +0.1% | 0.29% | +8.2% |
| Q4 2020 | $697,000 | +5.1% | 2,752 | -5.6% | 0.27% | -36.1% |
| Q3 2020 | $663,000 | -0.3% | 2,914 | -11.4% | 0.42% | -29.0% |
| Q2 2020 | $665,000 | +29.1% | 3,289 | 0.0% | 0.59% | +27.8% |
| Q1 2020 | $515,000 | +10.3% | 3,289 | +28.2% | 0.46% | +92.5% |
| Q4 2019 | $467,000 | – | 2,566 | – | 0.24% | – |
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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% |