VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $519,065 | -16.3% | 1,906 | -13.0% | 0.08% | -14.1% |
| Q2 2023 | $620,243 | +4.8% | 2,191 | -7.6% | 0.10% | -4.8% |
| Q1 2023 | $591,620 | +40.0% | 2,372 | +19.6% | 0.10% | +30.0% |
| Q4 2022 | $422,717 | +55.4% | 1,984 | +56.2% | 0.08% | +37.9% |
| Q3 2022 | $272,000 | +27.1% | 1,270 | +32.2% | 0.06% | +16.0% |
| Q2 2022 | $214,000 | -19.2% | 961 | +4.5% | 0.05% | -9.1% |
| Q1 2022 | $265,000 | +21.6% | 920 | +35.1% | 0.06% | +25.0% |
| Q4 2021 | $218,000 | +4.8% | 681 | -5.9% | 0.04% | -6.4% |
| Q2 2021 | $208,000 | -5.5% | 724 | -16.5% | 0.05% | -19.0% |
| Q4 2020 | $220,000 | – | 867 | – | 0.06% | – |
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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% |