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 | $728,429 | +1.6% | 2,675 | +5.5% | 0.09% | +3.5% |
| Q2 2023 | $717,303 | +13.4% | 2,535 | 0.0% | 0.09% | +4.9% |
| Q1 2023 | $632,330 | +18.8% | 2,535 | +1.5% | 0.08% | +20.6% |
| Q4 2022 | $532,348 | -0.3% | 2,498 | +0.1% | 0.07% | -9.3% |
| Q3 2022 | $534,000 | -5.3% | 2,496 | -1.4% | 0.08% | -11.8% |
| Q2 2022 | $564,000 | -59.2% | 2,531 | -41.2% | 0.08% | -59.9% |
| Q1 2022 | $1,381,000 | 0.0% | 4,305 | 0.0% | 0.21% | 0.0% |
| Q4 2021 | $1,381,000 | +10.7% | 4,305 | +0.2% | 0.21% | +1.0% |
| Q3 2021 | $1,247,000 | -10.5% | 4,298 | -11.6% | 0.21% | -11.8% |
| Q2 2021 | $1,394,000 | +11.6% | 4,862 | 0.0% | 0.24% | +2.1% |
| Q1 2021 | $1,249,000 | -11.4% | 4,862 | -12.6% | 0.23% | -22.6% |
| Q4 2020 | $1,409,000 | +11.3% | 5,565 | 0.0% | 0.30% | -3.8% |
| Q3 2020 | $1,266,000 | +12.6% | 5,565 | 0.0% | 0.31% | +9.4% |
| Q2 2020 | $1,124,000 | +6.3% | 5,565 | -4.1% | 0.29% | -5.6% |
| Q4 2019 | $1,057,000 | +9.8% | 5,804 | +0.2% | 0.30% | -5.9% |
| Q3 2019 | $963,000 | -5.0% | 5,794 | -6.7% | 0.32% | -15.9% |
| Q2 2019 | $1,014,000 | +4.4% | 6,208 | 0.0% | 0.38% | +4.4% |
| Q1 2019 | $971,000 | +16.0% | 6,208 | -0.4% | 0.37% | +7.0% |
| Q4 2018 | $837,000 | +282.2% | 6,232 | +184.8% | 0.34% | -13.6% |
| Q3 2015 | $219,000 | -6.4% | 2,188 | 0.0% | 0.40% | +15.7% |
| Q2 2015 | $234,000 | +2.2% | 2,188 | 0.0% | 0.34% | +3.9% |
| Q1 2015 | $229,000 | -5.4% | 2,188 | -5.8% | 0.33% | +33.6% |
| Q4 2014 | $242,000 | – | 2,323 | – | 0.25% | – |
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% |