VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $96,404 | -44.4% | 354 | -42.3% | 0.01% | -55.6% |
| Q2 2023 | $173,454 | +94.2% | 613 | +71.2% | 0.02% | +80.0% |
| Q1 2023 | $89,300 | +38.3% | 358 | +18.2% | 0.01% | +25.0% |
| Q4 2022 | $64,572 | +17.4% | 303 | +17.0% | 0.01% | 0.0% |
| Q3 2022 | $55,000 | +14.6% | 259 | +20.5% | 0.01% | +33.3% |
| Q2 2022 | $48,000 | -21.3% | 215 | +1.4% | 0.01% | -14.3% |
| Q1 2022 | $61,000 | +369.2% | 212 | +404.8% | 0.01% | +250.0% |
| Q4 2021 | $13,000 | +8.3% | 42 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | -99.9% | 42 | +7.7% | 0.00% | 0.0% |
| Q1 2021 | $10,025,000 | +111288.9% | 39 | +14.7% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 34 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | +14.3% | 34 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +40.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -58.3% | 34 | -50.0% | 0.00% | 0.0% |
| Q4 2019 | $12,000 | +100.0% | 68 | +100.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | -25.0% | 34 | -33.3% | 0.00% | -50.0% |
| Q1 2019 | $8,000 | -74.2% | 51 | -78.1% | 0.00% | -75.0% |
| Q4 2018 | $31,000 | -18.4% | 233 | -2.5% | 0.02% | -15.8% |
| Q3 2018 | $38,000 | +8.6% | 239 | +2.6% | 0.02% | -5.0% |
| Q2 2018 | $35,000 | +6.1% | 233 | 0.0% | 0.02% | -9.1% |
| Q1 2018 | $33,000 | 0.0% | 233 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $33,000 | – | 233 | – | 0.02% | – |
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% |