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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $10,720,000 | +5.2% | 33,406 | -4.9% | 4.96% | +1.3% |
Q3 2021 | $10,191,000 | -1.4% | 35,121 | -2.5% | 4.89% | -1.4% |
Q2 2021 | $10,333,000 | +8.2% | 36,027 | -3.1% | 4.97% | +12.8% |
Q1 2021 | $9,554,000 | -7.5% | 37,168 | -8.9% | 4.40% | -11.2% |
Q4 2020 | $10,332,000 | -13.4% | 40,784 | -22.2% | 4.96% | -4.0% |
Q3 2020 | $11,925,000 | +6.9% | 52,394 | -5.1% | 5.16% | +7.2% |
Q2 2020 | $11,156,000 | +28.9% | 55,205 | -0.1% | 4.82% | +12.4% |
Q1 2020 | $8,658,000 | -21.0% | 55,255 | -0.5% | 4.28% | -5.5% |
Q4 2019 | $10,954,000 | +15.1% | 55,515 | -3.0% | 4.54% | +9.9% |
Q3 2019 | $9,521,000 | +1.0% | 57,256 | -0.8% | 4.13% | -0.7% |
Q2 2019 | $9,429,000 | +3.0% | 57,710 | -1.4% | 4.15% | -4.0% |
Q1 2019 | $9,154,000 | +11.7% | 58,519 | -4.1% | 4.33% | +4.3% |
Q4 2018 | $8,196,000 | -11.1% | 61,014 | +0.5% | 4.15% | -5.2% |
Q3 2018 | $9,217,000 | -2.0% | 60,699 | -3.3% | 4.38% | -4.8% |
Q2 2018 | $9,402,000 | +2.1% | 62,759 | -3.3% | 4.60% | -2.8% |
Q1 2018 | $9,205,000 | -1.9% | 64,878 | -2.7% | 4.73% | -2.3% |
Q4 2017 | $9,382,000 | +3.6% | 66,707 | -2.2% | 4.84% | -3.1% |
Q3 2017 | $9,052,000 | +2.0% | 68,186 | -2.4% | 5.00% | -11.9% |
Q2 2017 | $8,874,000 | +2.4% | 69,852 | -1.9% | 5.68% | -2.6% |
Q1 2017 | $8,662,000 | +14.3% | 71,195 | +4.7% | 5.82% | -2.8% |
Q4 2016 | $7,581,000 | -4.3% | 68,002 | -3.6% | 5.99% | -9.1% |
Q3 2016 | $7,922,000 | +1.2% | 70,552 | -3.4% | 6.59% | -2.9% |
Q2 2016 | $7,830,000 | +0.1% | 73,037 | -0.7% | 6.79% | -4.4% |
Q1 2016 | $7,826,000 | -0.5% | 73,520 | -0.6% | 7.10% | -6.5% |
Q4 2015 | $7,869,000 | +5.3% | 73,968 | -0.8% | 7.59% | +0.6% |
Q3 2015 | $7,475,000 | -7.0% | 74,531 | -0.7% | 7.54% | -2.7% |
Q2 2015 | $8,037,000 | – | 75,080 | – | 7.75% | – |
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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% |