VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $666,800 | -4.2% | 2,449 | -0.4% | 0.15% | -2.0% |
| Q2 2023 | $695,950 | +13.7% | 2,459 | +0.2% | 0.15% | +7.7% |
| Q1 2023 | $612,130 | +32.0% | 2,454 | +23.6% | 0.14% | +30.3% |
| Q4 2022 | $463,596 | +73.6% | 1,986 | +59.4% | 0.11% | +49.3% |
| Q3 2022 | $267,000 | -2.9% | 1,246 | +1.8% | 0.07% | +4.3% |
| Q2 2022 | $275,000 | -14.3% | 1,224 | +5.2% | 0.07% | 0.0% |
| Q1 2022 | $321,000 | -1.8% | 1,164 | -0.5% | 0.07% | -4.1% |
| Q4 2021 | $327,000 | -5.2% | 1,170 | +2.3% | 0.07% | -3.9% |
| Q3 2021 | $345,000 | +1.5% | 1,144 | 0.0% | 0.08% | -2.6% |
| Q2 2021 | $340,000 | +12.2% | 1,144 | 0.0% | 0.08% | +4.0% |
| Q1 2021 | $303,000 | -0.7% | 1,144 | -5.1% | 0.08% | -14.8% |
| Q4 2020 | $305,000 | +3.0% | 1,205 | -4.7% | 0.09% | -20.7% |
| Q3 2020 | $296,000 | +9.2% | 1,265 | -1.4% | 0.11% | +2.8% |
| Q2 2020 | $271,000 | +11.1% | 1,283 | -0.4% | 0.11% | +11.3% |
| Q4 2019 | $244,000 | -6.9% | 1,288 | -17.6% | 0.10% | -16.4% |
| Q3 2019 | $262,000 | -1.1% | 1,563 | -2.1% | 0.12% | -2.5% |
| Q2 2019 | $265,000 | -30.3% | 1,597 | -32.6% | 0.12% | -30.8% |
| Q1 2019 | $380,000 | -8.2% | 2,371 | -7.9% | 0.17% | -10.9% |
| Q4 2018 | $414,000 | 0.0% | 2,573 | 0.0% | 0.19% | +1.0% |
| Q3 2018 | $414,000 | +7.5% | 2,573 | 0.0% | 0.19% | 0.0% |
| Q2 2018 | $385,000 | +5.8% | 2,573 | +0.1% | 0.19% | +1.1% |
| Q1 2018 | $364,000 | +2.0% | 2,571 | +1.2% | 0.19% | +3.8% |
| Q4 2017 | $357,000 | – | 2,541 | – | 0.18% | – |
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% |