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 | $1,018,318 | +5.3% | 3,740 | +9.4% | 0.49% | +9.9% |
| Q2 2023 | $967,314 | +16.4% | 3,419 | +2.6% | 0.44% | +12.9% |
| Q1 2023 | $831,272 | -57.4% | 3,333 | -63.6% | 0.39% | -59.3% |
| Q4 2022 | $1,950,713 | +252.1% | 9,154 | +253.3% | 0.97% | +255.5% |
| Q3 2022 | $554,000 | -1.2% | 2,591 | +3.0% | 0.27% | +1.1% |
| Q2 2022 | $561,000 | -22.4% | 2,516 | 0.0% | 0.27% | -7.6% |
| Q1 2022 | $723,000 | +7.3% | 2,516 | +19.8% | 0.29% | +34.7% |
| Q4 2021 | $674,000 | +10.7% | 2,100 | +0.0% | 0.22% | +3.8% |
| Q3 2021 | $609,000 | +1.2% | 2,099 | +0.0% | 0.21% | +5.6% |
| Q2 2021 | $602,000 | +11.7% | 2,098 | +0.1% | 0.20% | -3.0% |
| Q1 2021 | $539,000 | +1.5% | 2,096 | +0.0% | 0.20% | -25.9% |
| Q4 2020 | $531,000 | +25.5% | 2,095 | +12.8% | 0.27% | +15.6% |
| Q3 2020 | $423,000 | +18.5% | 1,857 | +5.2% | 0.24% | +5.3% |
| Q2 2020 | $357,000 | +28.9% | 1,765 | 0.0% | 0.22% | +8.7% |
| Q1 2020 | $277,000 | – | 1,765 | – | 0.21% | – |
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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% |