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 | $5,723,139 | -3.8% | 21,017 | 0.0% | 2.47% | -3.9% |
| Q2 2023 | $5,946,970 | +7.6% | 21,017 | -5.1% | 2.57% | +3.2% |
| Q1 2023 | $5,526,593 | +17.0% | 22,156 | 0.0% | 2.49% | +10.0% |
| Q4 2022 | $4,721,665 | -0.4% | 22,156 | 0.0% | 2.26% | -11.0% |
| Q3 2022 | $4,740,000 | -50.4% | 22,156 | -48.4% | 2.54% | -45.4% |
| Q2 2022 | $9,565,000 | -22.5% | 42,912 | 0.0% | 4.65% | -5.9% |
| Q1 2022 | $12,341,000 | -17.0% | 42,912 | -7.4% | 4.94% | -8.5% |
| Q4 2021 | $14,872,000 | +7.8% | 46,345 | -2.5% | 5.40% | +5.3% |
| Q3 2021 | $13,790,000 | +1.2% | 47,523 | 0.0% | 5.13% | +3.3% |
| Q2 2021 | $13,630,000 | +11.6% | 47,523 | 0.0% | 4.96% | +12.9% |
| Q1 2021 | $12,215,000 | +1.5% | 47,523 | 0.0% | 4.39% | +1.2% |
| Q4 2020 | $12,039,000 | +7.6% | 47,523 | -3.3% | 4.34% | -0.7% |
| Q3 2020 | $11,188,000 | +89.7% | 49,155 | +68.4% | 4.37% | +74.6% |
| Q2 2020 | $5,897,000 | +85.4% | 29,181 | +43.8% | 2.50% | +57.0% |
| Q1 2020 | $3,180,000 | – | 20,295 | – | 1.59% | – |
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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% |