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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $307,438 | -0.0% | 1,129 | +3.9% | 0.14% | +3.8% |
| Q2 2023 | $307,578 | +13.4% | 1,087 | 0.0% | 0.13% | +4.8% |
| Q1 2023 | $271,141 | +18.7% | 1,087 | +1.4% | 0.13% | +10.5% |
| Q4 2022 | $228,454 | +2.0% | 1,072 | +2.4% | 0.11% | -7.3% |
| Q3 2022 | $224,000 | -63.5% | 1,047 | -45.2% | 0.12% | -53.9% |
| Q4 2021 | $614,000 | +12.2% | 1,912 | +1.5% | 0.27% | +2.3% |
| Q3 2021 | $547,000 | -14.7% | 1,884 | -15.7% | 0.26% | -15.3% |
| Q2 2021 | $641,000 | +11.7% | 2,234 | 0.0% | 0.31% | +1.7% |
| Q1 2021 | $574,000 | +1.4% | 2,234 | 0.0% | 0.30% | -3.8% |
| Q4 2020 | $566,000 | -47.2% | 2,234 | -52.6% | 0.32% | -53.9% |
| Q3 2020 | $1,072,000 | +12.6% | 4,709 | 0.0% | 0.68% | +4.1% |
| Q2 2020 | $952,000 | +29.5% | 4,709 | +0.4% | 0.66% | +0.5% |
| Q1 2020 | $735,000 | -12.3% | 4,690 | +2.0% | 0.65% | +7.9% |
| Q4 2019 | $838,000 | +10.3% | 4,600 | +0.6% | 0.61% | +0.2% |
| Q3 2019 | $760,000 | +1.7% | 4,572 | 0.0% | 0.60% | -1.5% |
| Q2 2019 | $747,000 | +4.6% | 4,572 | +0.2% | 0.61% | +2.3% |
| Q1 2019 | $714,000 | +18.4% | 4,562 | +1.7% | 0.60% | +4.2% |
| Q4 2018 | $603,000 | -43.0% | 4,487 | -31.7% | 0.58% | -34.3% |
| Q3 2018 | $1,057,000 | – | 6,565 | – | 0.88% | – |
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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% |