VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $673,166 | +10.4% | 2,472 | +14.7% | 0.16% | +7.3% |
| Q2 2023 | $609,784 | +10.2% | 2,155 | -2.8% | 0.15% | +1.3% |
| Q1 2023 | $553,109 | +62.5% | 2,217 | +38.8% | 0.15% | +43.3% |
| Q4 2022 | $340,412 | +2.5% | 1,597 | +3.0% | 0.10% | -12.6% |
| Q3 2022 | $332,000 | -0.6% | 1,550 | +3.4% | 0.12% | -1.7% |
| Q2 2022 | $334,000 | -24.4% | 1,499 | -2.5% | 0.12% | -28.0% |
| Q1 2022 | $442,000 | +35.6% | 1,538 | +51.4% | 0.17% | +36.6% |
| Q4 2021 | $326,000 | +5.5% | 1,016 | -4.5% | 0.12% | +92.2% |
| Q3 2021 | $309,000 | +1.3% | 1,064 | +0.1% | 0.06% | +3.2% |
| Q2 2021 | $305,000 | +10.1% | 1,063 | -1.5% | 0.06% | -1.6% |
| Q1 2021 | $277,000 | -70.8% | 1,079 | -71.2% | 0.06% | -67.5% |
| Q4 2020 | $950,000 | +126.7% | 3,751 | +104.0% | 0.19% | +60.3% |
| Q3 2020 | $419,000 | -0.2% | 1,839 | -11.5% | 0.12% | -11.0% |
| Q2 2020 | $420,000 | +4.2% | 2,077 | -30.8% | 0.14% | -50.2% |
| Q4 2018 | $403,000 | – | 3,001 | – | 0.27% | – |
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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% |