VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,453,085 | -7.3% | 16,353 | -3.7% | 0.93% | -4.6% |
Q2 2023 | $4,804,284 | +7.9% | 16,979 | -4.9% | 0.97% | +2.9% |
Q1 2023 | $4,453,668 | -3.4% | 17,855 | -17.5% | 0.95% | -13.6% |
Q4 2022 | $4,612,695 | -5.1% | 21,645 | -4.7% | 1.10% | -16.0% |
Q3 2022 | $4,859,000 | -8.6% | 22,709 | -4.7% | 1.30% | -7.2% |
Q2 2022 | $5,314,000 | -27.3% | 23,839 | -6.2% | 1.41% | -10.0% |
Q1 2022 | $7,313,000 | -9.2% | 25,428 | +1.3% | 1.56% | +2.0% |
Q4 2021 | $8,054,000 | +8.8% | 25,099 | -1.6% | 1.53% | -0.1% |
Q3 2021 | $7,400,000 | -1.9% | 25,502 | -3.1% | 1.54% | -0.8% |
Q2 2021 | $7,547,000 | -2.0% | 26,312 | -12.2% | 1.55% | -10.3% |
Q1 2021 | $7,700,000 | -17.6% | 29,957 | -18.8% | 1.73% | -24.8% |
Q4 2020 | $9,341,000 | -2.5% | 36,873 | -12.4% | 2.30% | -12.6% |
Q3 2020 | $9,577,000 | +1.4% | 42,077 | -10.0% | 2.62% | -6.7% |
Q2 2020 | $9,447,000 | +17.5% | 46,745 | -8.9% | 2.81% | -6.3% |
Q1 2020 | $8,041,000 | -16.8% | 51,320 | -3.3% | 3.00% | +18.7% |
Q4 2019 | $9,666,000 | +7.2% | 53,062 | -2.1% | 2.53% | -3.6% |
Q3 2019 | $9,015,000 | -5.3% | 54,215 | -6.9% | 2.62% | -6.1% |
Q2 2019 | $9,515,000 | +3.0% | 58,234 | -1.4% | 2.80% | -1.0% |
Q1 2019 | $9,242,000 | +8.1% | 59,083 | -7.2% | 2.82% | -9.3% |
Q4 2018 | $8,551,000 | -25.0% | 63,655 | -10.1% | 3.11% | -14.5% |
Q3 2018 | $11,397,000 | +5.8% | 70,773 | -1.6% | 3.64% | -25.2% |
Q2 2018 | $10,774,000 | -27.3% | 71,917 | -31.1% | 4.87% | -7.4% |
Q1 2018 | $14,812,000 | -1.9% | 104,398 | -2.8% | 5.26% | -0.9% |
Q4 2017 | $15,104,000 | -7.6% | 107,388 | -12.8% | 5.31% | -17.2% |
Q3 2017 | $16,349,000 | +4.1% | 123,156 | -0.4% | 6.40% | -7.8% |
Q2 2017 | $15,705,000 | -0.7% | 123,624 | -4.9% | 6.95% | -10.9% |
Q1 2017 | $15,808,000 | +14.2% | 129,939 | +4.7% | 7.80% | +5.6% |
Q4 2016 | $13,842,000 | -4.5% | 124,164 | -3.8% | 7.39% | -4.4% |
Q3 2016 | $14,488,000 | +9.8% | 129,025 | +4.9% | 7.73% | +5.3% |
Q2 2016 | $13,190,000 | +0.7% | 123,042 | -0.0% | 7.34% | +16.4% |
Q1 2016 | $13,102,000 | +1.4% | 123,080 | +1.3% | 6.31% | -16.2% |
Q4 2015 | $12,927,000 | +5.4% | 121,505 | -0.7% | 7.53% | -6.5% |
Q3 2015 | $12,267,000 | +6.8% | 122,312 | +14.0% | 8.06% | +19.5% |
Q2 2015 | $11,488,000 | +15.7% | 107,315 | +13.1% | 6.74% | -2.6% |
Q1 2015 | $9,925,000 | +75.0% | 94,879 | +74.7% | 6.92% | +40.5% |
Q4 2014 | $5,671,000 | – | 54,323 | – | 4.92% | – |
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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% |