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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $218,000 | -36.4% | 678 | -43.4% | 0.12% | -48.2% |
| Q2 2021 | $343,000 | -14.7% | 1,197 | -23.4% | 0.22% | -21.8% |
| Q1 2021 | $402,000 | -29.0% | 1,563 | -30.0% | 0.28% | -30.9% |
| Q4 2020 | $566,000 | -15.3% | 2,234 | -23.8% | 0.41% | -22.3% |
| Q3 2020 | $668,000 | -8.9% | 2,933 | -19.1% | 0.53% | -14.7% |
| Q2 2020 | $733,000 | +22.4% | 3,626 | -5.3% | 0.62% | -2.2% |
| Q1 2020 | $599,000 | -16.2% | 3,827 | -2.4% | 0.63% | +2.4% |
| Q4 2019 | $715,000 | -0.6% | 3,922 | -9.4% | 0.62% | -9.0% |
| Q3 2019 | $719,000 | -4.8% | 4,327 | -4.0% | 0.68% | -1.7% |
| Q2 2019 | $755,000 | +8.0% | 4,505 | +0.9% | 0.69% | +14.0% |
| Q1 2019 | $699,000 | +24.6% | 4,466 | +6.9% | 0.61% | +15.0% |
| Q4 2018 | $561,000 | -12.2% | 4,179 | +5.3% | 0.53% | +5.6% |
| Q3 2018 | $639,000 | +4.1% | 3,970 | -3.1% | 0.50% | +0.2% |
| Q2 2018 | $614,000 | +5.7% | 4,096 | +0.1% | 0.50% | +2.7% |
| Q1 2018 | $581,000 | +1.0% | 4,092 | +0.0% | 0.49% | -1.2% |
| Q4 2017 | $575,000 | – | 4,091 | – | 0.49% | – |
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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% |