VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,741,425 | -9.2% | 98,202 | -5.7% | 8.11% | -4.2% |
| Q2 2023 | $29,452,351 | +14.0% | 104,087 | +0.5% | 8.47% | +7.1% |
| Q1 2023 | $25,832,615 | +17.6% | 103,562 | +0.4% | 7.91% | +10.1% |
| Q4 2022 | $21,972,419 | -2.7% | 103,104 | -2.3% | 7.19% | -6.0% |
| Q3 2022 | $22,572,000 | -6.5% | 105,500 | -2.6% | 7.64% | -1.0% |
| Q2 2022 | $24,137,000 | -22.6% | 108,291 | -0.1% | 7.72% | -10.7% |
| Q1 2022 | $31,168,000 | -9.2% | 108,374 | +1.3% | 8.64% | -7.0% |
| Q4 2021 | $34,333,000 | +8.2% | 106,990 | -2.2% | 9.29% | -0.2% |
| Q3 2021 | $31,741,000 | +1.0% | 109,386 | -0.2% | 9.31% | +0.5% |
| Q2 2021 | $31,435,000 | +15.7% | 109,602 | +3.7% | 9.27% | +7.5% |
| Q1 2021 | $27,165,000 | +17.4% | 105,684 | +15.7% | 8.63% | +12.5% |
| Q4 2020 | $23,148,000 | +20.5% | 91,369 | +9.6% | 7.67% | +10.4% |
| Q3 2020 | $19,215,000 | +43.5% | 83,339 | +27.2% | 6.95% | +33.7% |
| Q2 2020 | $13,390,000 | +6496.1% | 65,506 | +5769.7% | 5.20% | +6478.5% |
| Q4 2019 | $203,000 | – | 1,116 | – | 0.08% | – |
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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% |