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 | $14,215,748 | -16.0% | 52,204 | -12.7% | 3.50% | -12.5% |
| Q2 2023 | $16,915,671 | +12.6% | 59,781 | -0.8% | 4.01% | +6.1% |
| Q1 2023 | $15,026,011 | +15.3% | 60,239 | -1.5% | 3.78% | +11.2% |
| Q4 2022 | $13,029,714 | +1.5% | 61,141 | +1.9% | 3.40% | -5.8% |
| Q3 2022 | $12,835,000 | -3.0% | 59,991 | +1.0% | 3.61% | +0.5% |
| Q2 2022 | $13,233,000 | -19.7% | 59,371 | +3.7% | 3.59% | -11.5% |
| Q1 2022 | $16,474,000 | -46.7% | 57,280 | -40.5% | 4.05% | -45.1% |
| Q4 2021 | $30,892,000 | -2.0% | 96,265 | -11.3% | 7.38% | -8.5% |
| Q3 2021 | $31,507,000 | +3.5% | 108,581 | +2.3% | 8.06% | -0.2% |
| Q2 2021 | $30,452,000 | +14.0% | 106,174 | +2.1% | 8.08% | +10.7% |
| Q1 2021 | $26,718,000 | -3.3% | 103,945 | -4.7% | 7.30% | -3.5% |
| Q4 2020 | $27,625,000 | +38.1% | 109,042 | +24.0% | 7.57% | +25.3% |
| Q3 2020 | $20,009,000 | +1624.9% | 87,908 | +1431.2% | 6.04% | +1377.5% |
| Q2 2020 | $1,160,000 | +4042.9% | 5,741 | +3143.5% | 0.41% | +3308.3% |
| Q1 2020 | $28,000 | – | 177 | – | 0.01% | – |
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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% |