VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $133,524,936 | +4131.5% | 490,342 | +4296.9% | 0.44% | +1191.2% |
| Q2 2023 | $3,155,507 | +41.0% | 11,152 | +24.3% | 0.03% | +30.8% |
| Q1 2023 | $2,238,648 | -95.4% | 8,975 | -95.8% | 0.03% | -95.9% |
| Q4 2022 | $49,124,309 | -0.1% | 212,319 | -6.5% | 0.63% | -10.1% |
| Q3 2022 | $49,154,000 | -6.6% | 227,178 | +1.3% | 0.70% | -4.2% |
| Q2 2022 | $52,625,000 | -16.6% | 224,203 | +4.4% | 0.73% | -13.7% |
| Q1 2022 | $63,109,000 | +13.4% | 214,790 | +11.3% | 0.85% | +6.5% |
| Q4 2021 | $55,656,000 | -5.0% | 192,967 | +2.0% | 0.80% | -7.4% |
| Q3 2021 | $58,563,000 | +2.8% | 189,196 | -3.0% | 0.86% | -6.0% |
| Q2 2021 | $56,956,000 | +30.8% | 195,060 | +19.3% | 0.92% | +16.1% |
| Q1 2021 | $43,541,000 | +16582.4% | 163,499 | +15575.8% | 0.79% | +13083.3% |
| Q4 2020 | $261,000 | +4.0% | 1,043 | +0.2% | 0.01% | -14.3% |
| Q3 2020 | $251,000 | +12.1% | 1,041 | +0.2% | 0.01% | +16.7% |
| Q2 2020 | $224,000 | – | 1,039 | – | 0.01% | – |
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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% |