VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $879,834 | +1.3% | 3,231 | +5.2% | 0.07% | +1.4% |
| Q2 2023 | $868,971 | +9.7% | 3,071 | -3.3% | 0.07% | +2.9% |
| Q1 2023 | $792,222 | +36.7% | 3,176 | +16.8% | 0.07% | +33.3% |
| Q4 2022 | $579,446 | +1.3% | 2,719 | +1.8% | 0.05% | -8.9% |
| Q3 2022 | $572,000 | -4.0% | 2,672 | 0.0% | 0.06% | -3.4% |
| Q2 2022 | $596,000 | -24.9% | 2,672 | -3.2% | 0.06% | -13.4% |
| Q1 2022 | $794,000 | -10.6% | 2,761 | -0.2% | 0.07% | -11.8% |
| Q4 2021 | $888,000 | +10.6% | 2,767 | 0.0% | 0.08% | +1.3% |
| Q3 2021 | $803,000 | +57.1% | 2,767 | +55.3% | 0.08% | +53.1% |
| Q2 2021 | $511,000 | +2.8% | 1,782 | -7.8% | 0.05% | -3.9% |
| Q1 2021 | $497,000 | -0.8% | 1,933 | -2.2% | 0.05% | -12.1% |
| Q4 2020 | $501,000 | +7.5% | 1,976 | -3.6% | 0.06% | -7.9% |
| Q3 2020 | $466,000 | -3.7% | 2,049 | -14.4% | 0.06% | -14.9% |
| Q2 2020 | $484,000 | +63.0% | 2,395 | +26.5% | 0.07% | +21.3% |
| Q1 2020 | $297,000 | -34.1% | 1,893 | -23.6% | 0.06% | -17.6% |
| Q4 2019 | $451,000 | – | 2,478 | – | 0.07% | – |
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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% |