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 | $731,696 | -2.8% | 2,687 | +1.0% | 0.02% | -4.8% |
| Q2 2023 | $752,673 | +34.3% | 2,660 | +18.4% | 0.02% | +23.5% |
| Q1 2023 | $560,242 | -5.4% | 2,246 | -19.2% | 0.02% | -15.0% |
| Q4 2022 | $592,232 | +0.7% | 2,779 | +1.1% | 0.02% | -9.1% |
| Q3 2022 | $588,000 | -3.9% | 2,749 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $612,000 | -11.8% | 2,749 | +13.8% | 0.02% | -4.3% |
| Q1 2022 | $694,000 | +36.9% | 2,416 | +52.9% | 0.02% | +35.3% |
| Q4 2021 | $507,000 | +7.0% | 1,580 | -3.2% | 0.02% | -5.6% |
| Q3 2021 | $474,000 | +2.8% | 1,632 | +1.6% | 0.02% | 0.0% |
| Q2 2021 | $461,000 | +19.1% | 1,606 | +6.4% | 0.02% | +5.9% |
| Q1 2021 | $387,000 | +58.6% | 1,509 | +56.2% | 0.02% | +54.5% |
| Q4 2020 | $244,000 | -0.4% | 966 | -10.3% | 0.01% | -15.4% |
| Q3 2020 | $245,000 | +21.9% | 1,077 | +8.2% | 0.01% | +18.2% |
| Q2 2020 | $201,000 | – | 995 | – | 0.01% | – |
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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% |