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 | $1,196,116 | -3.8% | 4,392 | 0.0% | 0.09% | +79.6% |
| Q2 2023 | $1,242,860 | +13.4% | 4,392 | 0.0% | 0.05% | -50.5% |
| Q1 2023 | $1,095,595 | +17.1% | 4,392 | 0.0% | 0.10% | -2.0% |
| Q4 2022 | $935,992 | +5.8% | 4,392 | +6.2% | 0.10% | +140.5% |
| Q3 2022 | $885,000 | -4.0% | 4,135 | 0.0% | 0.04% | -2.3% |
| Q2 2022 | $922,000 | -22.5% | 4,135 | 0.0% | 0.04% | -8.5% |
| Q1 2022 | $1,189,000 | -10.4% | 4,135 | +0.0% | 0.05% | +9.3% |
| Q4 2021 | $1,327,000 | +6.8% | 4,134 | -3.5% | 0.04% | -80.3% |
| Q3 2021 | $1,243,000 | +4.8% | 4,283 | +3.6% | 0.22% | +1.9% |
| Q2 2021 | $1,186,000 | +11.6% | 4,134 | 0.0% | 0.21% | 0.0% |
| Q1 2021 | $1,063,000 | +2.0% | 4,134 | +0.5% | 0.21% | -10.8% |
| Q4 2020 | $1,042,000 | +11.2% | 4,115 | 0.0% | 0.24% | -3.2% |
| Q3 2020 | $937,000 | +12.6% | 4,115 | 0.0% | 0.25% | +3.3% |
| Q2 2020 | $832,000 | +29.0% | 4,115 | 0.0% | 0.24% | +10.6% |
| Q1 2020 | $645,000 | -14.0% | 4,115 | 0.0% | 0.22% | +4.8% |
| Q4 2019 | $750,000 | +9.6% | 4,115 | 0.0% | 0.21% | -0.5% |
| Q3 2019 | $684,000 | -49.8% | 4,115 | -50.6% | 0.21% | -1.9% |
| Q2 2019 | $1,362,000 | +111.5% | 8,332 | +102.5% | 0.21% | +2.4% |
| Q1 2019 | $644,000 | +11.6% | 4,115 | -4.2% | 0.21% | +4.5% |
| Q4 2018 | $577,000 | -61.5% | 4,295 | -53.8% | 0.20% | -21.4% |
| Q3 2018 | $1,498,000 | +110.1% | 9,298 | +95.4% | 0.25% | -3.8% |
| Q2 2018 | $713,000 | +22.3% | 4,759 | +15.8% | 0.26% | +15.4% |
| Q1 2018 | $583,000 | +3.7% | 4,108 | +2.8% | 0.23% | +2.7% |
| Q4 2017 | $562,000 | +5.8% | 3,998 | 0.0% | 0.22% | -1.3% |
| Q3 2017 | $531,000 | +4.5% | 3,998 | 0.0% | 0.22% | -3.0% |
| Q2 2017 | $508,000 | +7.2% | 3,998 | +2.6% | 0.23% | +4.1% |
| Q1 2017 | $474,000 | +8.2% | 3,898 | 0.0% | 0.22% | +0.5% |
| Q4 2016 | $438,000 | 0.0% | 3,898 | 0.0% | 0.22% | -7.9% |
| Q3 2016 | $438,000 | +4.8% | 3,898 | 0.0% | 0.24% | -0.8% |
| Q2 2016 | $418,000 | – | 3,898 | – | 0.24% | – |
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% |