VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,807,393 | -1.3% | 6,637 | +2.6% | 0.24% | +1.7% |
| Q2 2023 | $1,830,826 | +17.9% | 6,470 | +4.0% | 0.23% | +10.0% |
| Q1 2023 | $1,552,331 | +58.2% | 6,223 | +35.2% | 0.21% | +48.9% |
| Q4 2022 | $981,215 | -23.6% | 4,604 | -23.3% | 0.14% | -27.7% |
| Q3 2022 | $1,284,000 | -47.3% | 6,003 | -45.1% | 0.20% | -36.5% |
| Q2 2022 | $2,437,000 | +16.4% | 10,935 | +50.2% | 0.31% | +27.4% |
| Q1 2022 | $2,094,000 | -10.4% | 7,280 | -0.1% | 0.24% | -5.9% |
| Q4 2021 | $2,338,000 | +24.7% | 7,286 | +12.8% | 0.26% | +13.3% |
| Q3 2021 | $1,875,000 | +61.1% | 6,460 | +59.2% | 0.23% | +61.4% |
| Q2 2021 | $1,164,000 | +61.2% | 4,059 | +44.4% | 0.14% | +45.8% |
| Q1 2021 | $722,000 | +40.5% | 2,810 | +38.4% | 0.10% | +33.3% |
| Q4 2020 | $514,000 | -8.2% | 2,030 | -17.5% | 0.07% | -20.0% |
| Q3 2020 | $560,000 | -62.8% | 2,461 | -67.0% | 0.09% | -65.4% |
| Q2 2020 | $1,505,000 | +84.7% | 7,449 | +43.2% | 0.26% | +48.6% |
| Q1 2020 | $815,000 | -56.3% | 5,202 | -49.1% | 0.18% | -43.9% |
| Q4 2019 | $1,863,000 | +19.2% | 10,224 | +8.7% | 0.31% | +6.5% |
| Q3 2019 | $1,563,000 | +37.8% | 9,402 | +35.5% | 0.29% | +26.8% |
| Q2 2019 | $1,134,000 | +254.4% | 6,941 | +239.4% | 0.23% | +320.0% |
| Q1 2019 | $320,000 | -14.0% | 2,045 | -26.1% | 0.06% | -28.6% |
| Q4 2018 | $372,000 | -44.5% | 2,768 | -33.4% | 0.08% | -31.9% |
| Q3 2018 | $670,000 | +6.3% | 4,159 | -1.1% | 0.11% | 0.0% |
| Q2 2018 | $630,000 | +5.5% | 4,207 | -0.0% | 0.11% | +3.7% |
| Q1 2018 | $597,000 | -6.1% | 4,208 | -7.0% | 0.11% | -6.0% |
| Q4 2017 | $636,000 | – | 4,523 | – | 0.12% | – |
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% |