VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,377,735 | -3.3% | 23,421 | +0.5% | 1.20% | +0.5% |
| Q2 2023 | $6,594,714 | +12.0% | 23,306 | -1.3% | 1.19% | +9.4% |
| Q1 2023 | $5,887,876 | +18.5% | 23,604 | +1.3% | 1.09% | +10.1% |
| Q4 2022 | $4,967,413 | -30.9% | 23,309 | -28.0% | 0.99% | -34.9% |
| Q3 2022 | $7,192,000 | +4.6% | 32,388 | +6.7% | 1.52% | -2.6% |
| Q2 2022 | $6,878,000 | -42.4% | 30,341 | -26.9% | 1.56% | -38.7% |
| Q1 2022 | $11,932,000 | -12.2% | 41,488 | -2.0% | 2.54% | -20.3% |
| Q4 2021 | $13,589,000 | +17.3% | 42,347 | +6.1% | 3.19% | +13.6% |
| Q3 2021 | $11,581,000 | +4.6% | 39,911 | +3.4% | 2.81% | -0.6% |
| Q2 2021 | $11,068,000 | +18.7% | 38,591 | +6.4% | 2.83% | +3.0% |
| Q1 2021 | $9,323,000 | +12.3% | 36,270 | +10.7% | 2.74% | +2.4% |
| Q4 2020 | $8,301,000 | +9.8% | 32,766 | -1.4% | 2.68% | +17.4% |
| Q3 2020 | $7,561,000 | +22.9% | 33,218 | +9.2% | 2.28% | +11.1% |
| Q2 2020 | $6,150,000 | +1724.9% | 30,432 | +1402.8% | 2.05% | +1530.2% |
| Q3 2019 | $337,000 | +2.1% | 2,025 | +0.4% | 0.13% | -5.3% |
| Q2 2019 | $330,000 | +4.8% | 2,017 | +0.2% | 0.13% | -5.0% |
| Q1 2019 | $315,000 | +17.1% | 2,013 | +0.5% | 0.14% | +1.4% |
| Q4 2018 | $269,000 | – | 2,003 | – | 0.14% | – |
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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% |