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 | $1,361,396 | -10.5% | 4,999 | -7.0% | 0.35% | -6.2% |
| Q2 2023 | $1,521,413 | +13.4% | 5,377 | -0.0% | 0.37% | +13.7% |
| Q1 2023 | $1,341,573 | +8.1% | 5,378 | -7.7% | 0.33% | +0.9% |
| Q4 2022 | $1,241,577 | -0.2% | 5,826 | +0.2% | 0.32% | -2.4% |
| Q3 2022 | $1,244,000 | -4.9% | 5,815 | -0.9% | 0.33% | -8.3% |
| Q2 2022 | $1,308,000 | -28.8% | 5,870 | -8.1% | 0.36% | -24.5% |
| Q1 2022 | $1,837,000 | -12.2% | 6,386 | -2.1% | 0.48% | +0.8% |
| Q4 2021 | $2,092,000 | +6.0% | 6,520 | -4.1% | 0.48% | -10.0% |
| Q3 2021 | $1,974,000 | -1.3% | 6,802 | -2.5% | 0.53% | -5.5% |
| Q2 2021 | $2,000,000 | -24.0% | 6,975 | -31.9% | 0.56% | -31.3% |
| Q1 2021 | $2,632,000 | -26.0% | 10,241 | -27.0% | 0.82% | -36.2% |
| Q4 2020 | $3,556,000 | +9.6% | 14,036 | -1.5% | 1.28% | +0.5% |
| Q3 2020 | $3,244,000 | +10.9% | 14,251 | -1.5% | 1.28% | -11.4% |
| Q2 2020 | $2,924,000 | +16.2% | 14,471 | -9.9% | 1.44% | -15.1% |
| Q1 2020 | $2,517,000 | -16.4% | 16,061 | -2.9% | 1.69% | +1.0% |
| Q4 2019 | $3,012,000 | +6.7% | 16,533 | -2.7% | 1.68% | +0.7% |
| Q3 2019 | $2,824,000 | -2.5% | 16,986 | -8.2% | 1.67% | -23.9% |
| Q1 2019 | $2,896,000 | – | 18,511 | – | 2.19% | – |
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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% |