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 | $1,183,187 | +0.4% | 4,345 | +4.3% | 0.33% | +2.2% |
| Q2 2023 | $1,178,528 | +14.8% | 4,165 | +1.2% | 0.32% | +4.6% |
| Q1 2023 | $1,026,446 | +17.0% | 4,115 | 0.0% | 0.30% | +6.3% |
| Q4 2022 | $876,948 | +13.4% | 4,115 | +13.8% | 0.29% | +3.2% |
| Q3 2022 | $773,000 | -4.1% | 3,615 | 0.0% | 0.28% | +0.7% |
| Q2 2022 | $806,000 | -20.3% | 3,615 | +2.8% | 0.28% | -9.2% |
| Q1 2022 | $1,011,000 | -8.3% | 3,515 | +2.3% | 0.30% | -7.3% |
| Q4 2021 | $1,103,000 | +10.6% | 3,436 | 0.0% | 0.33% | -2.7% |
| Q3 2021 | $997,000 | +6.6% | 3,436 | +5.4% | 0.34% | +3.7% |
| Q2 2021 | $935,000 | +11.6% | 3,260 | 0.0% | 0.32% | +0.3% |
| Q1 2021 | $838,000 | +1.5% | 3,260 | 0.0% | 0.32% | -6.6% |
| Q4 2020 | $826,000 | +11.3% | 3,260 | 0.0% | 0.35% | -2.3% |
| Q3 2020 | $742,000 | +12.6% | 3,260 | 0.0% | 0.36% | +2.0% |
| Q2 2020 | $659,000 | +31.0% | 3,260 | +1.6% | 0.35% | +8.1% |
| Q1 2020 | $503,000 | -14.0% | 3,210 | 0.0% | 0.32% | +0.9% |
| Q4 2019 | $585,000 | +9.6% | 3,210 | 0.0% | 0.32% | -1.2% |
| Q3 2019 | $534,000 | +19.7% | 3,210 | +17.5% | 0.32% | +20.5% |
| Q2 2019 | $446,000 | +9.6% | 2,732 | +5.0% | 0.27% | +1.1% |
| Q1 2019 | $407,000 | +16.3% | 2,602 | 0.0% | 0.26% | +4.7% |
| Q4 2018 | $350,000 | – | 2,602 | – | 0.25% | – |
Download | ||||||
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% |