VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $12,678,709 | +13.5% | 40,783 | -0.6% | 4.90% | +4.3% |
| Q3 2023 | $11,167,601 | -2.9% | 41,011 | +0.9% | 4.70% | -0.2% |
| Q2 2023 | $11,501,321 | +13.0% | 40,646 | -0.4% | 4.71% | +4.7% |
| Q1 2023 | $10,175,146 | +21.5% | 40,792 | +3.8% | 4.50% | +13.6% |
| Q4 2022 | $8,374,129 | -4.3% | 39,295 | -3.9% | 3.96% | -10.6% |
| Q3 2022 | $8,747,000 | -1.7% | 40,885 | +2.5% | 4.43% | +4.0% |
| Q2 2022 | $8,895,000 | +2.7% | 39,907 | +32.5% | 4.26% | +13.5% |
| Q1 2022 | $8,659,000 | -15.5% | 30,109 | -5.7% | 3.75% | -12.4% |
| Q4 2021 | $10,247,000 | +20.6% | 31,932 | +9.1% | 4.28% | +13.0% |
| Q3 2021 | $8,496,000 | +18.6% | 29,279 | +17.3% | 3.79% | +19.3% |
| Q2 2021 | $7,161,000 | +32.6% | 24,967 | +18.8% | 3.18% | +20.9% |
| Q1 2021 | $5,400,000 | +2.6% | 21,008 | +1.1% | 2.63% | -0.2% |
| Q4 2020 | $5,263,000 | +27.2% | 20,773 | +14.3% | 2.63% | +12.8% |
| Q3 2020 | $4,138,000 | +11.9% | 18,181 | -0.6% | 2.33% | +6.1% |
| Q2 2020 | $3,698,000 | +30.3% | 18,297 | +1.0% | 2.20% | +12.0% |
| Q1 2020 | $2,838,000 | -13.9% | 18,111 | +1.4% | 1.96% | +2.5% |
| Q4 2019 | $3,298,000 | +7.8% | 17,858 | -1.4% | 1.92% | +3.1% |
| Q3 2019 | $3,060,000 | +3.3% | 18,119 | +1.4% | 1.86% | +1.4% |
| Q2 2019 | $2,963,000 | +10.0% | 17,871 | +3.8% | 1.84% | +7.4% |
| Q1 2019 | $2,693,000 | -62.4% | 17,213 | -67.7% | 1.71% | +4.3% |
| Q4 2018 | $7,158,000 | +183.0% | 53,298 | +239.3% | 1.64% | +3.8% |
| Q3 2018 | $2,529,000 | +9.2% | 15,707 | +1.6% | 1.58% | +4.8% |
| Q2 2018 | $2,315,000 | +14.3% | 15,456 | +8.3% | 1.51% | +13.6% |
| Q1 2018 | $2,025,000 | +4.8% | 14,269 | +3.9% | 1.33% | +5.8% |
| Q4 2017 | $1,932,000 | +8.4% | 13,738 | +2.3% | 1.25% | +4.1% |
| Q3 2017 | $1,783,000 | +6.6% | 13,429 | +2.0% | 1.20% | +4.2% |
| Q2 2017 | $1,673,000 | +12.4% | 13,168 | +7.7% | 1.16% | +10.0% |
| Q1 2017 | $1,488,000 | +17.4% | 12,231 | +10.3% | 1.05% | +12.3% |
| Q4 2016 | $1,268,000 | +7.7% | 11,088 | +5.8% | 0.94% | +6.0% |
| Q3 2016 | $1,177,000 | +19.0% | 10,482 | +13.6% | 0.88% | +15.4% |
| Q2 2016 | $989,000 | +3.1% | 9,225 | +2.4% | 0.76% | -2.9% |
| Q1 2016 | $959,000 | +10.4% | 9,008 | +10.3% | 0.79% | +5.5% |
| Q4 2015 | $869,000 | +7.3% | 8,168 | +1.1% | 0.75% | +0.5% |
| Q3 2015 | $810,000 | +3.7% | 8,081 | +10.7% | 0.74% | +6.8% |
| Q2 2015 | $781,000 | +18.9% | 7,303 | +16.3% | 0.70% | +13.4% |
| Q1 2015 | $657,000 | – | 6,281 | – | 0.61% | – |
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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% |