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 | $830,272 | +4.5% | 3,049 | +8.5% | 0.13% | +5.7% |
| Q2 2023 | $794,833 | +43.9% | 2,809 | +26.9% | 0.12% | +33.7% |
| Q1 2023 | $552,260 | -27.5% | 2,214 | -38.1% | 0.09% | -33.3% |
| Q4 2022 | $762,128 | -0.4% | 3,576 | +0.1% | 0.14% | -7.4% |
| Q3 2022 | $765,000 | -18.0% | 3,574 | -14.6% | 0.15% | -18.1% |
| Q2 2022 | $933,000 | -11.0% | 4,187 | +15.0% | 0.18% | -2.7% |
| Q1 2022 | $1,048,000 | -20.2% | 3,642 | -11.0% | 0.19% | -18.0% |
| Q4 2021 | $1,313,000 | +18.6% | 4,090 | +7.3% | 0.23% | +6.5% |
| Q3 2021 | $1,107,000 | +0.7% | 3,811 | -0.5% | 0.21% | +2.4% |
| Q2 2021 | $1,099,000 | +11.7% | 3,831 | +0.0% | 0.21% | -4.1% |
| Q1 2021 | $984,000 | +6.4% | 3,830 | +5.0% | 0.22% | +3.3% |
| Q4 2020 | $925,000 | +14.2% | 3,649 | +2.5% | 0.21% | +10.5% |
| Q3 2020 | $810,000 | +12.7% | 3,559 | +0.0% | 0.19% | -2.1% |
| Q2 2020 | $719,000 | +5.4% | 3,558 | -18.3% | 0.20% | -17.4% |
| Q1 2020 | $682,000 | +214.3% | 4,354 | +265.0% | 0.24% | +372.0% |
| Q4 2019 | $217,000 | 0.0% | 1,193 | -8.6% | 0.05% | -7.4% |
| Q3 2019 | $217,000 | -0.5% | 1,305 | -2.2% | 0.05% | +31.7% |
| Q2 2019 | $218,000 | +4.8% | 1,335 | +0.2% | 0.04% | +2.5% |
| Q1 2019 | $208,000 | +0.5% | 1,332 | -3.4% | 0.04% | -14.9% |
| Q3 2018 | $207,000 | 0.0% | 1,379 | 0.0% | 0.05% | 0.0% |
| Q2 2018 | $207,000 | – | 1,379 | – | 0.05% | – |
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% |