VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,438,927 | -3.6% | 16,300 | +0.2% | 1.05% | -2.5% |
| Q2 2023 | $4,602,472 | +14.1% | 16,264 | +0.6% | 1.08% | +4.3% |
| Q1 2023 | $4,034,907 | +18.3% | 16,175 | +1.0% | 1.04% | +7.0% |
| Q4 2022 | $3,411,287 | +16.4% | 16,007 | +16.9% | 0.97% | +10.1% |
| Q3 2022 | $2,930,000 | +4.3% | 13,696 | +8.7% | 0.88% | +8.1% |
| Q2 2022 | $2,808,000 | -4.5% | 12,596 | +23.2% | 0.81% | +15.0% |
| Q1 2022 | $2,939,000 | -6.1% | 10,220 | +4.8% | 0.71% | -5.5% |
| Q4 2021 | $3,130,000 | +14.1% | 9,750 | +3.1% | 0.75% | +4.8% |
| Q3 2021 | $2,744,000 | +7.4% | 9,455 | +6.1% | 0.71% | +6.6% |
| Q2 2021 | $2,556,000 | +15.7% | 8,910 | +3.6% | 0.67% | +7.4% |
| Q1 2021 | $2,210,000 | +3.9% | 8,600 | +2.4% | 0.62% | -4.6% |
| Q4 2020 | $2,128,000 | +18.1% | 8,399 | +6.1% | 0.65% | +5.2% |
| Q3 2020 | $1,802,000 | +25.1% | 7,919 | +11.0% | 0.62% | +6.9% |
| Q2 2020 | $1,441,000 | +31.5% | 7,133 | +1.9% | 0.58% | +16.2% |
| Q1 2020 | $1,096,000 | -9.9% | 6,998 | +4.8% | 0.50% | +7.5% |
| Q4 2019 | $1,217,000 | +7.6% | 6,678 | -1.8% | 0.46% | -1.1% |
| Q3 2019 | $1,131,000 | +4.0% | 6,803 | +2.3% | 0.47% | +2.2% |
| Q2 2019 | $1,087,000 | +3.0% | 6,653 | -1.4% | 0.46% | -2.3% |
| Q1 2019 | $1,055,000 | +24.1% | 6,747 | +3.4% | 0.47% | +9.0% |
| Q4 2018 | $850,000 | -25.4% | 6,528 | -7.8% | 0.43% | -17.1% |
| Q3 2018 | $1,139,000 | +28.7% | 7,078 | +19.8% | 0.52% | +15.5% |
| Q2 2018 | $885,000 | +249.8% | 5,908 | +231.9% | 0.45% | +244.3% |
| Q1 2018 | $253,000 | – | 1,780 | – | 0.13% | – |
Download | ||||||
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% |