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 | $6,886,720 | +46.4% | 25,290 | +52.2% | 1.93% | +36.8% |
| Q2 2023 | $4,702,795 | +17.3% | 16,620 | +3.4% | 1.41% | +13.9% |
| Q1 2023 | $4,009,498 | +24.6% | 16,074 | +6.5% | 1.24% | +18.2% |
| Q4 2022 | $3,217,748 | +21.1% | 15,099 | +21.6% | 1.05% | +11.7% |
| Q3 2022 | $2,657,000 | +4.3% | 12,419 | +8.6% | 0.94% | +7.6% |
| Q2 2022 | $2,548,000 | -19.7% | 11,431 | +3.7% | 0.87% | -5.7% |
| Q1 2022 | $3,172,000 | +4.9% | 11,028 | +6.2% | 0.93% | +16.5% |
| Q4 2021 | $3,025,000 | +1.9% | 10,389 | +1.5% | 0.80% | -11.8% |
| Q3 2021 | $2,969,000 | +17.3% | 10,233 | +15.9% | 0.90% | +14.6% |
| Q2 2021 | $2,532,000 | +5.8% | 8,827 | -5.2% | 0.79% | -0.8% |
| Q1 2021 | $2,394,000 | -1.8% | 9,313 | +1.5% | 0.79% | -2.5% |
| Q4 2020 | $2,439,000 | – | 9,171 | – | 0.81% | – |
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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% |