VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $272,139 | -5.3% | 999 | -1.7% | 0.05% | -3.6% |
| Q2 2023 | $287,519 | +13.5% | 1,016 | 0.0% | 0.06% | +3.7% |
| Q1 2023 | $253,398 | +17.1% | 1,016 | 0.0% | 0.05% | +10.2% |
| Q4 2022 | $216,430 | -39.5% | 1,016 | -39.3% | 0.05% | -40.2% |
| Q3 2022 | $358,000 | +11.5% | 1,675 | +16.4% | 0.08% | +15.5% |
| Q2 2022 | $321,000 | -54.9% | 1,439 | -41.9% | 0.07% | -45.0% |
| Q1 2022 | $712,000 | +229.6% | 2,477 | +267.5% | 0.13% | +239.5% |
| Q4 2021 | $216,000 | -1.8% | 674 | -11.0% | 0.04% | -9.5% |
| Q3 2021 | $220,000 | -1.8% | 757 | -3.2% | 0.04% | -8.7% |
| Q2 2021 | $224,000 | -0.9% | 782 | -10.8% | 0.05% | -13.2% |
| Q1 2021 | $226,000 | -3.0% | 877 | -1.7% | 0.05% | -5.4% |
| Q4 2020 | $233,000 | -0.4% | 892 | -13.4% | 0.06% | -13.8% |
| Q3 2020 | $234,000 | -10.3% | 1,030 | -20.2% | 0.06% | -21.7% |
| Q2 2020 | $261,000 | +29.2% | 1,290 | 0.0% | 0.08% | +3.8% |
| Q1 2020 | $202,000 | -12.6% | 1,290 | +1.6% | 0.08% | +2.6% |
| Q4 2019 | $231,000 | +1.8% | 1,270 | -3.7% | 0.08% | -1.3% |
| Q3 2019 | $227,000 | +1.3% | 1,319 | 0.0% | 0.08% | -26.2% |
| Q2 2019 | $224,000 | +4.7% | 1,319 | -3.8% | 0.11% | +1.9% |
| Q1 2019 | $214,000 | – | 1,371 | – | 0.10% | – |
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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% |