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 2023 | $45,225,406 | +2.9% | 166,081 | +7.0% | 13.54% | +9.4% |
| Q2 2023 | $43,930,839 | +6.9% | 155,255 | -5.7% | 12.38% | +4.1% |
| Q1 2023 | $41,085,778 | +7.6% | 164,712 | -8.1% | 11.88% | +0.8% |
| Q4 2022 | $38,188,900 | +10.0% | 179,198 | +10.5% | 11.79% | -3.5% |
| Q3 2022 | $34,708,000 | -1.6% | 162,224 | +2.5% | 12.21% | +1.2% |
| Q2 2022 | $35,266,000 | -0.1% | 158,222 | +29.0% | 12.07% | +5.1% |
| Q1 2022 | $35,287,000 | -14.5% | 122,696 | -4.6% | 11.49% | -15.0% |
| Q4 2021 | $41,288,000 | +13.2% | 128,662 | +2.3% | 13.51% | +5.8% |
| Q3 2021 | $36,486,000 | -4.7% | 125,741 | -5.8% | 12.78% | -2.5% |
| Q2 2021 | $38,287,000 | +11.1% | 133,493 | -0.4% | 13.10% | +5.1% |
| Q1 2021 | $34,452,000 | +1.6% | 134,033 | +0.1% | 12.47% | -2.8% |
| Q4 2020 | $33,922,000 | +6.3% | 133,897 | -4.5% | 12.82% | +3.5% |
| Q3 2020 | $31,924,000 | -1.2% | 140,257 | -12.3% | 12.39% | +1.0% |
| Q2 2020 | $32,327,000 | +12.0% | 159,964 | -8.3% | 12.26% | +3.2% |
| Q1 2020 | $28,868,000 | -4.4% | 174,532 | +5.3% | 11.89% | -10.3% |
| Q4 2019 | $30,195,000 | +9.6% | 165,751 | +0.1% | 13.25% | +4.2% |
| Q3 2019 | $27,545,000 | +0.8% | 165,657 | -0.9% | 12.71% | -1.7% |
| Q2 2019 | $27,318,000 | +5.6% | 167,193 | +1.1% | 12.92% | -53.8% |
| Q1 2019 | $25,868,000 | +41.8% | 165,374 | +21.8% | 28.00% | +14.8% |
| Q4 2018 | $18,243,000 | – | 135,804 | – | 24.38% | – |
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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% |