VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $344,757 | +11.2% | 1,266 | +15.5% | 0.07% | +13.6% |
| Q2 2023 | $310,124 | +13.4% | 1,096 | 0.0% | 0.06% | +9.3% |
| Q1 2023 | $273,386 | +17.0% | 1,096 | 0.0% | 0.05% | +20.0% |
| Q4 2022 | $233,569 | -4.3% | 1,096 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $244,000 | 0.0% | 1,096 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $244,000 | -22.5% | 1,096 | 0.0% | 0.04% | -2.2% |
| Q1 2022 | $315,000 | -10.5% | 1,096 | 0.0% | 0.05% | -8.0% |
| Q4 2021 | $352,000 | +10.7% | 1,096 | 0.0% | 0.05% | +11.1% |
| Q3 2021 | $318,000 | +1.3% | 1,096 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $314,000 | +11.3% | 1,096 | 0.0% | 0.04% | +18.4% |
| Q1 2021 | $282,000 | +1.4% | 1,096 | 0.0% | 0.04% | -19.1% |
| Q4 2020 | $278,000 | +11.6% | 1,096 | 0.0% | 0.05% | +2.2% |
| Q3 2020 | $249,000 | +12.7% | 1,096 | 0.0% | 0.05% | -6.1% |
| Q2 2020 | $221,000 | – | 1,096 | – | 0.05% | – |
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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% |