VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328,630 | -3.8% | 1,207 | 0.0% | 0.19% | +2.7% |
| Q2 2023 | $341,461 | +11.1% | 1,207 | -2.0% | 0.18% | +1.7% |
| Q1 2023 | $307,228 | +10.0% | 1,232 | -6.0% | 0.18% | +0.6% |
| Q4 2022 | $279,296 | +1.2% | 1,311 | +1.5% | 0.18% | -10.4% |
| Q3 2022 | $276,000 | -2.1% | 1,291 | +2.0% | 0.20% | +2.0% |
| Q2 2022 | $282,000 | -24.0% | 1,266 | -1.9% | 0.20% | -10.9% |
| Q1 2022 | $371,000 | -12.5% | 1,290 | -2.4% | 0.22% | +1.4% |
| Q4 2021 | $424,000 | +8.2% | 1,322 | -2.2% | 0.22% | +9.0% |
| Q3 2021 | $392,000 | -1.0% | 1,352 | -2.1% | 0.20% | -2.4% |
| Q2 2021 | $396,000 | +10.3% | 1,381 | -1.1% | 0.20% | +5.1% |
| Q1 2021 | $359,000 | +18.1% | 1,397 | +16.1% | 0.20% | -5.3% |
| Q4 2020 | $304,000 | +98.7% | 1,203 | +23.0% | 0.21% | +41.1% |
| Q1 2020 | $153,000 | – | 978 | – | 0.15% | – |
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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% |