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 | $939,197 | -4.1% | 3,449 | -0.3% | 0.37% | -2.3% |
| Q2 2023 | $979,042 | +14.8% | 3,460 | +1.2% | 0.38% | +7.9% |
| Q1 2023 | $852,586 | +17.0% | 3,418 | 0.0% | 0.36% | +7.3% |
| Q4 2022 | $728,410 | -7.6% | 3,418 | -7.2% | 0.33% | -19.3% |
| Q3 2022 | $788,000 | +1.2% | 3,682 | +5.3% | 0.41% | +16.5% |
| Q2 2022 | $779,000 | -16.9% | 3,497 | +7.4% | 0.35% | -7.6% |
| Q1 2022 | $937,000 | -10.3% | 3,257 | 0.0% | 0.38% | -20.8% |
| Q4 2021 | $1,045,000 | +10.6% | 3,257 | 0.0% | 0.48% | -0.6% |
| Q3 2021 | $945,000 | +1.2% | 3,257 | 0.0% | 0.48% | +0.8% |
| Q2 2021 | $934,000 | +11.6% | 3,257 | 0.0% | 0.48% | +0.8% |
| Q1 2021 | $837,000 | +1.5% | 3,257 | 0.0% | 0.48% | -7.6% |
| Q4 2020 | $825,000 | +11.3% | 3,257 | 0.0% | 0.52% | +3.4% |
| Q3 2020 | $741,000 | +12.6% | 3,257 | 0.0% | 0.50% | +5.1% |
| Q2 2020 | $658,000 | +13.4% | 3,257 | -12.0% | 0.47% | +4.4% |
| Q1 2020 | $580,000 | +33.6% | 3,700 | +55.3% | 0.45% | +76.7% |
| Q4 2019 | $434,000 | +12.4% | 2,383 | 0.0% | 0.26% | -1.2% |
| Q3 2019 | $386,000 | -9.2% | 2,383 | -7.0% | 0.26% | -9.7% |
| Q2 2019 | $425,000 | -3.4% | 2,563 | -8.9% | 0.29% | -9.7% |
| Q1 2019 | $440,000 | – | 2,812 | – | 0.32% | – |
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% |