VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,052 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.85 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $536,000 | -4.5% | 3,421 | +11.1% | 0.20% | +3.1% |
| Q4 2019 | $561,000 | +5.8% | 3,079 | -3.3% | 0.20% | -5.8% |
| Q3 2019 | $530,000 | +5.4% | 3,185 | +3.5% | 0.21% | -5.0% |
| Q2 2019 | $503,000 | +6.6% | 3,076 | +1.9% | 0.22% | -5.2% |
| Q1 2019 | $472,000 | -1.0% | 3,018 | -15.1% | 0.23% | -11.9% |
| Q4 2018 | $477,000 | +45.9% | 3,554 | +75.2% | 0.26% | +4.0% |
| Q3 2018 | $327,000 | +5.8% | 2,028 | -1.7% | 0.25% | -11.0% |
| Q2 2018 | $309,000 | +5.1% | 2,063 | -0.6% | 0.28% | -2.8% |
| Q1 2018 | $294,000 | +1.0% | 2,075 | +0.1% | 0.29% | -9.7% |
| Q4 2017 | $291,000 | – | 2,072 | – | 0.32% | – |
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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% |