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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,336 | +11.4% | 1,107 | +15.3% | 0.13% | +13.4% |
| Q2 2023 | $271,414 | +22.0% | 960 | +9.0% | 0.11% | +14.3% |
| Q1 2023 | $222,511 | -92.6% | 881 | -93.6% | 0.10% | -94.2% |
| Q3 2022 | $3,025,000 | +0.2% | 13,817 | +2.7% | 1.69% | +18.7% |
| Q2 2022 | $3,018,000 | -25.5% | 13,458 | -4.2% | 1.42% | -11.8% |
| Q1 2022 | $4,051,000 | -10.3% | 14,041 | +0.3% | 1.61% | -6.6% |
| Q4 2021 | $4,517,000 | -0.2% | 14,000 | -10.2% | 1.72% | -7.7% |
| Q3 2021 | $4,524,000 | +4.7% | 15,591 | +3.6% | 1.87% | +3.3% |
| Q2 2021 | $4,320,000 | +45.1% | 15,051 | +26.2% | 1.81% | +22.1% |
| Q4 2020 | $2,977,000 | – | 11,923 | – | 1.48% | – |
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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% |