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 2022 | $18,982,000 | +1.3% | 88,720 | +5.6% | 2.60% | +8.8% |
| Q2 2022 | $18,734,000 | -10.9% | 84,050 | +14.9% | 2.39% | +5.5% |
| Q1 2022 | $21,032,000 | -0.4% | 73,128 | +1.6% | 2.26% | +7.2% |
| Q4 2021 | $21,112,000 | +28.6% | 72,002 | +35.8% | 2.11% | +23.1% |
| Q3 2021 | $16,415,000 | +6.5% | 53,019 | +2.1% | 1.72% | +1.2% |
| Q2 2021 | $15,420,000 | +12.1% | 51,909 | +1.6% | 1.69% | -0.9% |
| Q1 2021 | $13,755,000 | +20.8% | 51,109 | +19.0% | 1.71% | +9.0% |
| Q4 2020 | $11,382,000 | +16.1% | 42,951 | +5.2% | 1.57% | +4.2% |
| Q3 2020 | $9,801,000 | +116.9% | 40,822 | +82.6% | 1.50% | +58.8% |
| Q2 2020 | $4,518,000 | +29.2% | 22,355 | +0.2% | 0.95% | -0.3% |
| Q1 2020 | $3,496,000 | +7.3% | 22,311 | +24.7% | 0.95% | +27.5% |
| Q4 2019 | $3,258,000 | +9.4% | 17,886 | -0.2% | 0.75% | -2.6% |
| Q3 2019 | $2,979,000 | +2.2% | 17,918 | +0.4% | 0.77% | +3.1% |
| Q2 2019 | $2,915,000 | +45.0% | 17,843 | +38.9% | 0.74% | +35.6% |
| Q1 2019 | $2,010,000 | +36.3% | 12,848 | +17.0% | 0.55% | +21.8% |
| Q4 2018 | $1,475,000 | +322.6% | 10,980 | +405.3% | 0.45% | +354.5% |
| Q3 2018 | $349,000 | +7.7% | 2,173 | +0.1% | 0.10% | +12.5% |
| Q2 2018 | $324,000 | – | 2,170 | – | 0.09% | – |
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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% |