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 | $34,202,324 | -5.4% | 125,601 | -1.7% | 11.69% | -0.8% |
| Q2 2023 | $36,137,866 | +12.2% | 127,714 | -1.0% | 11.78% | +8.3% |
| Q1 2023 | $32,194,645 | +20.5% | 129,068 | +2.9% | 10.88% | +32.0% |
| Q4 2022 | $26,718,174 | -8.3% | 125,373 | -7.9% | 8.25% | -17.8% |
| Q3 2022 | $29,131,000 | -0.9% | 136,159 | +3.2% | 10.03% | -18.0% |
| Q2 2022 | $29,397,000 | -17.8% | 131,892 | +6.0% | 12.23% | -8.6% |
| Q1 2022 | $35,783,000 | -0.9% | 124,418 | +0.2% | 13.39% | +4.0% |
| Q4 2021 | $36,095,000 | +4.0% | 124,169 | -4.7% | 12.88% | -6.0% |
| Q1 2021 | $34,711,000 | +2.5% | 130,290 | -2.7% | 13.70% | -2.6% |
| Q4 2020 | $33,880,000 | +13.1% | 133,973 | +3.1% | 14.07% | +21.4% |
| Q3 2020 | $29,964,000 | +12.2% | 129,916 | -1.7% | 11.59% | +44.2% |
| Q2 2020 | $26,706,000 | +41.4% | 132,148 | +5.2% | 8.03% | +27.4% |
| Q1 2020 | $18,890,000 | -23.8% | 125,595 | -2.7% | 6.30% | -10.1% |
| Q4 2019 | $24,785,000 | +4.7% | 129,086 | -6.1% | 7.01% | +3.6% |
| Q3 2019 | $23,679,000 | +2.7% | 137,406 | -2.6% | 6.77% | -0.3% |
| Q2 2019 | $23,054,000 | +6.7% | 141,097 | +2.1% | 6.79% | +1.1% |
| Q1 2019 | $21,614,000 | +30.3% | 138,176 | +11.9% | 6.72% | -27.9% |
| Q4 2018 | $16,588,000 | -3.0% | 123,490 | -0.1% | 9.32% | -1.8% |
| Q3 2018 | $17,103,000 | -9.2% | 123,571 | -1.8% | 9.50% | -14.1% |
| Q2 2018 | $18,846,000 | +5.5% | 125,799 | -0.1% | 11.06% | +6.1% |
| Q1 2018 | $17,859,000 | +2.0% | 125,877 | +1.2% | 10.42% | +3.2% |
| Q4 2017 | $17,502,000 | – | 124,437 | – | 10.10% | – |
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% |