VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,541,466 | +39.7% | 160,333 | +283.3% | 8.52% | +44.8% |
| Q2 2023 | $11,836,929 | +15.9% | 41,833 | +2.1% | 5.89% | +7.3% |
| Q1 2023 | $10,215,429 | +29.4% | 40,953 | +10.6% | 5.48% | +18.9% |
| Q4 2022 | $7,891,543 | +30.4% | 37,030 | +30.9% | 4.61% | +21.2% |
| Q3 2022 | $6,052,000 | -1.0% | 28,287 | +3.1% | 3.80% | +20.7% |
| Q2 2022 | $6,113,000 | -24.2% | 27,427 | -6.2% | 3.15% | -13.9% |
| Q1 2022 | $8,067,000 | -7.2% | 29,227 | +7.9% | 3.66% | +7.1% |
| Q4 2021 | $8,693,000 | +19.5% | 27,089 | +8.1% | 3.42% | +9.6% |
| Q3 2021 | $7,272,000 | +9.0% | 25,060 | +7.8% | 3.12% | +5.3% |
| Q2 2021 | $6,669,000 | +30.1% | 23,254 | +16.6% | 2.96% | +16.3% |
| Q1 2021 | $5,127,000 | +19.0% | 19,948 | +17.3% | 2.55% | +6.5% |
| Q4 2020 | $4,308,000 | +47.9% | 17,005 | +32.9% | 2.39% | +21.7% |
| Q3 2020 | $2,912,000 | +266.8% | 12,792 | +225.7% | 1.96% | +146.1% |
| Q2 2020 | $794,000 | – | 3,927 | – | 0.80% | – |
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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% |