VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $290,418 | +13.5% | 1,026 | 0.0% | 0.05% | +4.3% |
| Q1 2023 | $255,945 | +2.1% | 1,026 | -12.8% | 0.05% | -2.1% |
| Q4 2022 | $250,563 | -11.5% | 1,176 | -11.2% | 0.05% | -21.3% |
| Q3 2022 | $283,000 | +3.3% | 1,324 | +7.6% | 0.06% | +22.0% |
| Q2 2022 | $274,000 | -22.6% | 1,231 | 0.0% | 0.05% | -12.3% |
| Q1 2022 | $354,000 | -10.2% | 1,231 | +0.2% | 0.06% | -6.6% |
| Q4 2021 | $394,000 | -6.0% | 1,229 | -14.9% | 0.06% | -15.3% |
| Q3 2021 | $419,000 | +4.2% | 1,444 | +2.9% | 0.07% | +2.9% |
| Q2 2021 | $402,000 | +22.6% | 1,403 | +9.8% | 0.07% | +12.9% |
| Q1 2021 | $328,000 | +20.1% | 1,278 | +18.6% | 0.06% | +5.1% |
| Q4 2020 | $273,000 | +493.5% | 1,078 | +215.2% | 0.06% | +195.0% |
| Q4 2018 | $46,000 | -27.0% | 342 | -12.8% | 0.02% | -13.0% |
| Q3 2018 | $63,000 | +6.8% | 392 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $59,000 | – | 392 | – | 0.02% | – |
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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% |