VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,593,328 | +125.2% | 9,165 | +98.5% | 0.10% | +98.0% |
| Q1 2023 | $1,151,415 | +17.6% | 4,616 | +0.5% | 0.05% | +4.2% |
| Q4 2022 | $979,240 | -1.6% | 4,595 | -1.2% | 0.05% | -12.7% |
| Q3 2022 | $995,000 | -5.3% | 4,651 | -1.3% | 0.06% | -8.3% |
| Q2 2022 | $1,051,000 | -22.6% | 4,714 | -0.1% | 0.06% | -22.1% |
| Q1 2022 | $1,358,000 | -11.5% | 4,721 | -1.3% | 0.08% | -11.5% |
| Q4 2021 | $1,535,000 | +11.6% | 4,784 | +1.0% | 0.09% | -6.5% |
| Q3 2021 | $1,375,000 | -7.7% | 4,737 | -8.7% | 0.09% | -12.3% |
| Q2 2021 | $1,489,000 | +10.9% | 5,190 | -0.7% | 0.11% | -10.9% |
| Q1 2021 | $1,343,000 | +8.4% | 5,226 | +6.8% | 0.12% | -14.4% |
| Q4 2020 | $1,239,000 | +22.8% | 4,891 | +10.4% | 0.14% | +2.2% |
| Q3 2020 | $1,009,000 | +2.6% | 4,431 | -8.9% | 0.14% | -10.5% |
| Q2 2020 | $983,000 | +28.3% | 4,866 | -0.5% | 0.15% | +1.3% |
| Q1 2020 | $766,000 | -10.7% | 4,891 | -5.2% | 0.15% | +7.9% |
| Q3 2019 | $858,000 | +1.7% | 5,158 | -0.2% | 0.14% | -3.5% |
| Q2 2019 | $844,000 | +3.9% | 5,166 | -0.5% | 0.14% | -0.7% |
| Q1 2019 | $812,000 | – | 5,191 | – | 0.14% | – |
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% |