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 | $95,790,489 | -21.3% | 351,770 | -18.3% | 10.32% | -13.7% |
| Q2 2023 | $121,759,386 | +18.9% | 430,306 | +4.8% | 11.95% | +7.8% |
| Q1 2023 | $102,414,826 | +17.3% | 410,579 | +0.2% | 11.08% | +11.5% |
| Q4 2022 | $87,330,986 | -1.8% | 409,793 | -1.4% | 9.94% | -6.4% |
| Q3 2022 | $88,896,000 | -3.5% | 415,500 | +3.3% | 10.62% | -0.5% |
| Q2 2022 | $92,103,000 | -12.8% | 402,249 | +9.6% | 10.67% | +0.7% |
| Q1 2022 | $105,599,000 | -9.4% | 367,174 | +1.1% | 10.60% | -5.2% |
| Q4 2021 | $116,595,000 | +7.2% | 363,337 | -3.0% | 11.17% | -0.6% |
| Q3 2021 | $108,725,000 | +1.7% | 374,695 | +0.5% | 11.24% | +1.7% |
| Q2 2021 | $106,922,000 | -6.8% | 372,799 | -16.5% | 11.05% | -1.5% |
| Q1 2021 | $114,720,000 | +54.8% | 446,310 | +52.6% | 11.22% | +29.8% |
| Q4 2020 | $74,090,000 | +11.8% | 292,453 | +0.4% | 8.64% | -5.1% |
| Q3 2020 | $66,286,000 | +16.6% | 291,227 | +8.9% | 9.10% | +5.6% |
| Q2 2020 | $56,855,000 | +54.8% | 267,526 | +14.1% | 8.62% | +15.3% |
| Q1 2020 | $36,727,000 | -38.5% | 234,393 | -28.5% | 7.48% | -8.9% |
| Q4 2019 | $59,687,000 | +863.2% | 327,647 | +610.2% | 8.21% | +584.7% |
| Q4 2018 | $6,197,000 | – | 46,133 | – | 1.20% | – |
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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% |