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 2021 | $1,049,000 | -65.0% | 3,616 | -65.4% | 0.16% | -65.4% |
| Q2 2021 | $2,999,000 | +223.5% | 10,458 | +189.9% | 0.48% | +145.9% |
| Q1 2021 | $927,000 | -28.6% | 3,607 | -29.6% | 0.19% | -37.6% |
| Q4 2020 | $1,298,000 | +30.1% | 5,127 | +16.9% | 0.31% | +9.9% |
| Q3 2020 | $998,000 | -86.4% | 4,385 | -87.9% | 0.28% | -85.3% |
| Q2 2020 | $7,344,000 | +123.8% | 36,344 | +73.5% | 1.93% | +82.1% |
| Q1 2020 | $3,282,000 | +312.8% | 20,953 | +380.0% | 1.06% | +362.0% |
| Q4 2019 | $795,000 | +10.0% | 4,365 | +0.3% | 0.23% | +1.8% |
| Q3 2019 | $723,000 | +2.3% | 4,353 | +0.5% | 0.22% | 0.0% |
| Q2 2019 | $707,000 | +215.6% | 4,332 | +211.4% | 0.22% | +139.4% |
| Q3 2018 | $224,000 | +5.7% | 1,391 | -1.6% | 0.09% | +27.0% |
| Q2 2018 | $212,000 | +5.5% | 1,414 | 0.0% | 0.07% | -3.9% |
| Q1 2018 | $201,000 | -10.7% | 1,414 | -11.8% | 0.08% | +4.1% |
| Q4 2017 | $225,000 | – | 1,603 | – | 0.07% | – |
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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% |