VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,300,467 | -2.0% | 4,776 | +1.8% | 0.50% | -1.0% |
| Q2 2023 | $1,327,558 | +317.9% | 4,692 | +268.3% | 0.50% | +256.0% |
| Q1 2023 | $317,707 | +17.0% | 1,274 | 0.0% | 0.14% | +9.3% |
| Q4 2022 | $271,434 | -86.3% | 1,274 | -86.2% | 0.13% | -85.5% |
| Q3 2022 | $1,978,000 | +16.6% | 9,247 | +21.5% | 0.89% | +27.8% |
| Q2 2022 | $1,696,000 | -26.4% | 7,608 | -5.1% | 0.69% | -10.0% |
| Q1 2022 | $2,305,000 | -9.2% | 8,015 | +1.4% | 0.77% | +3.4% |
| Q4 2021 | $2,538,000 | +11.0% | 7,908 | +0.4% | 0.75% | -0.3% |
| Q3 2021 | $2,286,000 | +2.7% | 7,879 | +1.6% | 0.75% | +5.2% |
| Q2 2021 | $2,225,000 | -11.4% | 7,756 | -20.6% | 0.71% | -18.6% |
| Q1 2021 | $2,511,000 | +21.8% | 9,767 | +20.0% | 0.87% | +16.2% |
| Q4 2020 | $2,061,000 | -8.8% | 8,137 | -18.1% | 0.75% | -16.4% |
| Q3 2020 | $2,260,000 | +11.5% | 9,930 | -1.0% | 0.90% | +4.5% |
| Q2 2020 | $2,026,000 | +5.5% | 10,026 | -18.2% | 0.86% | -20.8% |
| Q1 2020 | $1,920,000 | -13.6% | 12,255 | +0.5% | 1.08% | -13.4% |
| Q4 2019 | $2,221,000 | +6.8% | 12,193 | -2.5% | 1.25% | +1.0% |
| Q3 2019 | $2,080,000 | +0.6% | 12,511 | -1.1% | 1.24% | -9.1% |
| Q2 2019 | $2,068,000 | +14.7% | 12,654 | +9.8% | 1.36% | -8.2% |
| Q1 2019 | $1,803,000 | +13.9% | 11,526 | +877.6% | 1.48% | +105.7% |
| Q4 2018 | $1,583,000 | – | 1,179 | – | 0.72% | – |
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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% |