VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,239,282 | -22.9% | 4,551 | -19.9% | 0.22% | -23.0% |
| Q2 2023 | $1,607,496 | +10.3% | 5,681 | -2.7% | 0.28% | +7.6% |
| Q1 2023 | $1,456,730 | +16.8% | 5,840 | -0.2% | 0.26% | +6.5% |
| Q4 2022 | $1,246,693 | +13.1% | 5,850 | +13.5% | 0.25% | 0.0% |
| Q3 2022 | $1,102,000 | -5.8% | 5,152 | -1.8% | 0.25% | -8.2% |
| Q2 2022 | $1,170,000 | -42.3% | 5,248 | -25.6% | 0.27% | -13.3% |
| Q1 2022 | $2,029,000 | -13.3% | 7,054 | -3.2% | 0.31% | -8.0% |
| Q4 2021 | $2,339,000 | +10.6% | 7,289 | -0.0% | 0.34% | -4.0% |
| Q3 2021 | $2,115,000 | +5.5% | 7,290 | +4.4% | 0.35% | +3.6% |
| Q2 2021 | $2,004,000 | -4.3% | 6,985 | -14.3% | 0.34% | -14.6% |
| Q1 2021 | $2,095,000 | +4.9% | 8,150 | +3.4% | 0.40% | -2.0% |
| Q4 2020 | $1,998,000 | +15.8% | 7,885 | +4.0% | 0.40% | +0.2% |
| Q3 2020 | $1,726,000 | +13.0% | 7,582 | +0.3% | 0.40% | +1.0% |
| Q2 2020 | $1,528,000 | +44.3% | 7,559 | +11.9% | 0.40% | +23.9% |
| Q1 2020 | $1,059,000 | -20.1% | 6,755 | -7.1% | 0.32% | +17.5% |
| Q4 2019 | $1,325,000 | +58.3% | 7,271 | +44.5% | 0.27% | +51.4% |
| Q3 2019 | $837,000 | +1.2% | 5,033 | -0.6% | 0.18% | +1.1% |
| Q2 2019 | $827,000 | +2.6% | 5,061 | -1.8% | 0.18% | +1.1% |
| Q1 2019 | $806,000 | +14.2% | 5,155 | -1.9% | 0.18% | -4.3% |
| Q4 2018 | $706,000 | -11.4% | 5,255 | +6.1% | 0.18% | -21.6% |
| Q3 2018 | $797,000 | +6.1% | 4,951 | -1.3% | 0.24% | -4.5% |
| Q2 2018 | $751,000 | +3.9% | 5,015 | -1.6% | 0.25% | -5.0% |
| Q1 2018 | $723,000 | +0.8% | 5,097 | 0.0% | 0.26% | +5.7% |
| Q4 2017 | $717,000 | +5.9% | 5,097 | 0.0% | 0.25% | +7.4% |
| Q3 2017 | $677,000 | -2.2% | 5,097 | -6.4% | 0.23% | -1.3% |
| Q2 2017 | $692,000 | +3.0% | 5,445 | -1.4% | 0.23% | -31.6% |
| Q1 2017 | $672,000 | +6.7% | 5,522 | -2.2% | 0.34% | -28.3% |
| Q4 2016 | $630,000 | -1.4% | 5,647 | -0.8% | 0.47% | -9.9% |
| Q3 2016 | $639,000 | +2.9% | 5,692 | -1.8% | 0.52% | +0.6% |
| Q2 2016 | $621,000 | +0.6% | 5,796 | 0.0% | 0.52% | -0.9% |
| Q1 2016 | $617,000 | -0.8% | 5,796 | -0.9% | 0.53% | -1.7% |
| Q4 2015 | $622,000 | – | 5,848 | – | 0.54% | – |
Download | ||||||
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% |