VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $95,000 | -11.2% | 332 | 0.0% | 2.56% | -3.1% |
| Q4 2021 | $107,000 | +11.5% | 332 | 0.0% | 2.64% | -0.4% |
| Q3 2021 | $96,000 | +1.1% | 332 | 0.0% | 2.65% | +438.6% |
| Q2 2021 | $95,000 | -78.4% | 332 | -80.6% | 0.49% | +1044.2% |
| Q1 2021 | $440,000 | +95.6% | 1,713 | +92.5% | 0.04% | +87.0% |
| Q4 2020 | $225,000 | +10.8% | 890 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $203,000 | -13.6% | 890 | -31.0% | 0.02% | -14.8% |
| Q4 2019 | $235,000 | +7.3% | 1,290 | 0.0% | 0.03% | -3.6% |
| Q3 2019 | $219,000 | +3.8% | 1,290 | -0.2% | 0.03% | +3.7% |
| Q2 2019 | $211,000 | +4.5% | 1,292 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $202,000 | – | 1,292 | – | 0.03% | – |
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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% |