VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $16,129 | +13.4% | 57 | 0.0% | 0.04% | +20.7% |
| Q1 2023 | $14,218 | +17.0% | 57 | 0.0% | 0.03% | +7.4% |
| Q4 2022 | $12,147 | -93.9% | 57 | -93.6% | 0.03% | -90.0% |
| Q2 2022 | $200,000 | -21.6% | 892 | -0.3% | 0.27% | +54.6% |
| Q1 2022 | $255,000 | -26.3% | 895 | -19.6% | 0.17% | +85.1% |
| Q4 2021 | $346,000 | +0.9% | 1,113 | +1.0% | 0.09% | -3.1% |
| Q3 2021 | $343,000 | -38.9% | 1,102 | -41.8% | 0.10% | -57.5% |
| Q2 2021 | $561,000 | +55.8% | 1,894 | +38.0% | 0.23% | +103.6% |
| Q1 2021 | $360,000 | +64.4% | 1,372 | +59.0% | 0.11% | +19.1% |
| Q4 2020 | $219,000 | +2.3% | 863 | -7.3% | 0.09% | -1.1% |
| Q3 2020 | $214,000 | +13.8% | 931 | -22.8% | 0.10% | -22.1% |
| Q1 2019 | $188,000 | -11.3% | 1,206 | -20.6% | 0.12% | +18.4% |
| Q4 2018 | $212,000 | +2.4% | 1,518 | +13.3% | 0.10% | -7.2% |
| Q3 2018 | $207,000 | +1050.0% | 1,340 | -92.4% | 0.11% | +753.8% |
| Q4 2015 | $18,000 | – | 17,554 | – | 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% |