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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $155,000 | -22.5% | 695 | 0.0% | 0.11% | -10.7% |
| Q1 2022 | $200,000 | -20.0% | 695 | -10.9% | 0.12% | -23.3% |
| Q4 2021 | $250,000 | +10.6% | 780 | 0.0% | 0.16% | +18.7% |
| Q3 2021 | $226,000 | +0.9% | 780 | 0.0% | 0.13% | 0.0% |
| Q2 2021 | $224,000 | +12.0% | 780 | 0.0% | 0.13% | +50.6% |
| Q1 2021 | $200,000 | +1.0% | 780 | 0.0% | 0.09% | -35.5% |
| Q4 2020 | $198,000 | +25.3% | 780 | 0.0% | 0.14% | -2.8% |
| Q2 2020 | $158,000 | +29.5% | 780 | 0.0% | 0.14% | +4.4% |
| Q1 2020 | $122,000 | -27.8% | 780 | -15.9% | 0.14% | -11.7% |
| Q4 2019 | $169,000 | +9.7% | 928 | 0.0% | 0.15% | -3.1% |
| Q3 2019 | $154,000 | +65.6% | 928 | +63.4% | 0.16% | +62.2% |
| Q2 2019 | $93,000 | -62.0% | 568 | -98.6% | 0.10% | +444.4% |
| Q1 2019 | $245,000 | – | 39,253 | – | 0.02% | – |
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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% |