VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $308,445 | -3.7% | 1,133 | +0.2% | 0.11% | +1.9% |
Q2 2023 | $320,137 | +13.6% | 1,131 | +0.1% | 0.10% | +15.4% |
Q1 2023 | $281,860 | +15.7% | 1,130 | -1.1% | 0.09% | +15.2% |
Q4 2022 | $243,619 | -2.9% | 1,143 | -2.6% | 0.08% | -11.2% |
Q3 2022 | $251,000 | -3.8% | 1,173 | +0.2% | 0.09% | +6.0% |
Q2 2022 | $261,000 | -20.7% | 1,171 | +2.4% | 0.08% | -5.6% |
Q1 2022 | $329,000 | -10.4% | 1,143 | +0.1% | 0.09% | -11.0% |
Q4 2021 | $367,000 | +10.2% | 1,142 | -0.5% | 0.10% | +7.5% |
Q3 2021 | $333,000 | -93.0% | 1,148 | -93.8% | 0.09% | -89.6% |
Q1 2021 | $4,730,000 | +1303.6% | 18,402 | +755.1% | 0.90% | +1764.6% |
Q4 2019 | $337,000 | – | 2,152 | – | 0.05% | – |
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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% |