VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $369,797 | -3.8% | 1,358 | 0.0% | 0.08% | 0.0% |
Q2 2023 | $384,260 | +13.4% | 1,358 | 0.0% | 0.08% | +12.3% |
Q1 2023 | $338,740 | +11.4% | 1,358 | -5.0% | 0.07% | +12.3% |
Q4 2022 | $304,000 | +2.0% | 1,430 | +2.7% | 0.06% | -11.0% |
Q3 2022 | $298,000 | -3.9% | 1,392 | 0.0% | 0.07% | +7.4% |
Q2 2022 | $310,000 | -87.0% | 1,392 | -83.3% | 0.07% | -85.8% |
Q1 2022 | $2,393,000 | -37.0% | 8,322 | -29.7% | 0.48% | -37.8% |
Q4 2021 | $3,797,000 | +28.9% | 11,833 | +16.5% | 0.77% | +17.0% |
Q3 2021 | $2,946,000 | +5.8% | 10,154 | +4.6% | 0.66% | +7.0% |
Q2 2021 | $2,785,000 | +25.2% | 9,709 | +12.2% | 0.61% | +20.2% |
Q1 2021 | $2,224,000 | +129.0% | 8,653 | +125.9% | 0.51% | +112.9% |
Q4 2020 | $971,000 | +329.6% | 3,831 | +285.0% | 0.24% | +275.0% |
Q3 2020 | $226,000 | +12.4% | 995 | 0.0% | 0.06% | +16.4% |
Q2 2020 | $201,000 | -4.3% | 995 | -13.6% | 0.06% | +12.2% |
Q4 2019 | $210,000 | +89.2% | 1,152 | +39.5% | 0.05% | +58.1% |
Q4 2018 | $111,000 | +56.3% | 826 | +66.2% | 0.03% | +40.9% |
Q1 2018 | $71,000 | – | 497 | – | 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% |