VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,277,387 | +1.9% | 12,036 | +5.9% | 0.63% | +5.2% |
Q2 2023 | $3,215,514 | +24.9% | 11,364 | +10.1% | 0.60% | +12.4% |
Q1 2023 | $2,575,270 | +19.4% | 10,324 | +2.0% | 0.53% | -17.7% |
Q4 2022 | $2,157,099 | -9.0% | 10,122 | -8.6% | 0.65% | +8.4% |
Q3 2022 | $2,370,000 | -3.0% | 11,079 | +1.1% | 0.60% | -4.6% |
Q2 2022 | $2,443,000 | -28.1% | 10,962 | -7.3% | 0.63% | -18.4% |
Q1 2022 | $3,400,000 | -12.3% | 11,821 | -2.1% | 0.77% | -10.2% |
Q4 2021 | $3,875,000 | +11.0% | 12,074 | +0.3% | 0.86% | -1.2% |
Q3 2021 | $3,492,000 | +4.2% | 12,035 | +3.0% | 0.86% | +1.6% |
Q2 2021 | $3,350,000 | -0.8% | 11,679 | -11.1% | 0.85% | -14.5% |
Q1 2021 | $3,378,000 | +10.6% | 13,144 | +9.1% | 1.00% | -7.0% |
Q4 2020 | $3,053,000 | +25.7% | 12,052 | +12.9% | 1.07% | +9.3% |
Q3 2020 | $2,429,000 | – | 10,672 | – | 0.98% | – |
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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% |