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 | $444,616 | +6.6% | 1,633 | +10.8% | 0.20% | +6.9% |
| Q2 2023 | $417,007 | +10.4% | 1,474 | -2.6% | 0.19% | -2.1% |
| Q1 2023 | $377,573 | -13.1% | 1,514 | -25.7% | 0.19% | -17.2% |
| Q4 2022 | $434,244 | +7.8% | 2,038 | +8.2% | 0.23% | +6.4% |
| Q3 2022 | $403,000 | -6.5% | 1,883 | -2.6% | 0.22% | -3.9% |
| Q2 2022 | $431,000 | -40.6% | 1,933 | -23.5% | 0.23% | -27.4% |
| Q1 2022 | $726,000 | -29.0% | 2,526 | -20.8% | 0.31% | -29.1% |
| Q4 2021 | $1,023,000 | +9.8% | 3,188 | -0.8% | 0.44% | +1.6% |
| Q3 2021 | $932,000 | +4.3% | 3,213 | +5.5% | 0.44% | -16.5% |
| Q2 2021 | $894,000 | – | 3,045 | – | 0.52% | – |
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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% |