VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $547,000 | +11.6% | 1,905 | 0.0% | 0.14% | +0.7% |
| Q1 2021 | $490,000 | -7.0% | 1,905 | -8.4% | 0.14% | -11.7% |
| Q4 2020 | $527,000 | +20.0% | 2,080 | +7.8% | 0.16% | +3.2% |
| Q3 2020 | $439,000 | +7.3% | 1,929 | -4.6% | 0.16% | +1.3% |
| Q2 2020 | $409,000 | +29.4% | 2,021 | +0.2% | 0.16% | +17.4% |
| Q1 2020 | $316,000 | -13.7% | 2,016 | +0.2% | 0.13% | -17.5% |
| Q4 2019 | $366,000 | -17.2% | 2,012 | -24.1% | 0.16% | -25.6% |
| Q3 2019 | $442,000 | +9.4% | 2,650 | +6.9% | 0.22% | 0.0% |
| Q2 2019 | $404,000 | +6.9% | 2,478 | +2.4% | 0.22% | -0.9% |
| Q1 2019 | $378,000 | +14.2% | 2,420 | -1.4% | 0.22% | +4.8% |
| Q4 2018 | $331,000 | -21.2% | 2,454 | -5.7% | 0.21% | -25.0% |
| Q3 2018 | $420,000 | +11.1% | 2,603 | +2.9% | 0.28% | -1.8% |
| Q2 2018 | $378,000 | +5.3% | 2,529 | 0.0% | 0.28% | +22.2% |
| Q1 2018 | $359,000 | -18.4% | 2,529 | -15.1% | 0.23% | -9.8% |
| Q4 2017 | $440,000 | – | 2,979 | – | 0.26% | – |
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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% |