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 | $10,520,984 | -2.0% | 38,674 | +1.9% | 1.89% | +0.3% |
| Q2 2023 | $10,737,868 | +3.6% | 37,948 | -8.7% | 1.89% | -2.4% |
| Q1 2023 | $10,363,174 | +17.9% | 41,546 | +0.7% | 1.93% | +6.4% |
| Q4 2022 | $8,789,432 | -10.5% | 41,244 | -10.2% | 1.82% | -19.5% |
| Q3 2022 | $9,826,000 | -2.2% | 45,924 | +1.9% | 2.26% | +6.7% |
| Q2 2022 | $10,045,000 | -19.0% | 45,067 | +4.6% | 2.12% | -4.9% |
| Q1 2022 | $12,394,000 | +1.1% | 43,096 | +12.8% | 2.23% | +3.5% |
| Q4 2021 | $12,260,000 | +13.3% | 38,206 | +2.4% | 2.15% | -18.2% |
| Q3 2021 | $10,825,000 | +10.3% | 37,306 | +9.2% | 2.63% | +5.2% |
| Q2 2021 | $9,818,000 | -13.9% | 34,169 | -23.0% | 2.50% | -20.7% |
| Q1 2021 | $11,405,000 | +5.2% | 44,370 | +3.7% | 3.15% | +0.7% |
| Q4 2020 | $10,844,000 | +7.6% | 42,803 | -3.4% | 3.13% | -7.6% |
| Q3 2020 | $10,082,000 | +11.9% | 44,294 | -0.6% | 3.39% | +1.5% |
| Q2 2020 | $9,007,000 | +23.7% | 44,570 | -4.1% | 3.34% | +0.7% |
| Q1 2020 | $7,280,000 | -15.0% | 46,464 | -1.1% | 3.32% | +1.1% |
| Q4 2019 | $8,562,000 | +12.4% | 47,002 | +2.6% | 3.28% | -5.4% |
| Q3 2019 | $7,615,000 | -5.8% | 45,796 | -7.4% | 3.46% | -27.2% |
| Q2 2019 | $8,083,000 | +4.5% | 49,468 | +0.0% | 4.76% | -10.5% |
| Q1 2019 | $7,737,000 | – | 49,461 | – | 5.32% | – |
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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% |