VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,191,437 | -6.4% | 77,821 | -2.7% | 24.54% | -21.0% |
| Q2 2023 | $22,630,575 | +12.6% | 79,978 | -0.8% | 31.06% | +2.2% |
| Q1 2023 | $20,100,873 | +22.0% | 80,584 | +4.3% | 30.38% | +12.3% |
| Q4 2022 | $16,472,977 | +10.8% | 77,298 | +11.3% | 27.06% | -8.0% |
| Q3 2022 | $14,862,000 | -3.3% | 69,467 | +0.8% | 29.40% | +2.5% |
| Q2 2022 | $15,367,000 | +24.4% | 68,943 | +60.5% | 28.68% | +53.8% |
| Q1 2022 | $12,353,000 | -6.8% | 42,952 | +4.0% | 18.64% | +0.6% |
| Q4 2021 | $13,259,000 | +13.9% | 41,319 | +3.0% | 18.52% | +6.9% |
| Q3 2021 | $11,645,000 | +1.1% | 40,132 | -0.0% | 17.33% | +1.9% |
| Q2 2021 | $11,513,000 | +10.7% | 40,141 | -0.8% | 17.00% | +8.4% |
| Q1 2021 | $10,401,000 | +1.3% | 40,465 | -0.2% | 15.69% | -2.8% |
| Q4 2020 | $10,271,000 | +277.6% | 40,544 | +239.2% | 16.14% | +71.9% |
| Q3 2020 | $2,720,000 | +11.6% | 11,952 | -0.9% | 9.39% | +5.3% |
| Q2 2020 | $2,438,000 | +52.9% | 12,066 | +18.5% | 8.92% | +40.4% |
| Q1 2020 | $1,595,000 | -11.9% | 10,178 | +2.4% | 6.35% | +14.8% |
| Q4 2019 | $1,811,000 | +11.5% | 9,940 | +1.8% | 5.53% | +3.6% |
| Q3 2019 | $1,624,000 | +15.9% | 9,764 | +13.9% | 5.34% | +34.9% |
| Q2 2019 | $1,401,000 | +16.3% | 8,573 | +11.3% | 3.96% | -3.1% |
| Q1 2019 | $1,205,000 | +8.7% | 7,701 | +2.2% | 4.09% | +11.9% |
| Q4 2018 | $1,109,000 | – | 7,535 | – | 3.65% | – |
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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% |