VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,532,561 | -6.3% | 5,628 | -2.6% | 1.52% | -7.1% |
| Q2 2023 | $1,634,943 | +128.2% | 5,778 | +101.2% | 1.63% | +102.0% |
| Q1 2023 | $716,392 | +19.4% | 2,872 | +2.0% | 0.81% | -6.6% |
| Q4 2022 | $599,905 | -4.3% | 2,815 | -3.9% | 0.86% | -22.4% |
| Q3 2022 | $627,000 | -25.9% | 2,930 | -22.8% | 1.11% | +1.4% |
| Q2 2022 | $846,000 | -60.9% | 3,795 | -49.5% | 1.10% | -16.8% |
| Q1 2022 | $2,162,000 | -36.4% | 7,517 | -29.1% | 1.32% | -23.1% |
| Q4 2021 | $3,402,000 | +36.1% | 10,600 | +23.1% | 1.72% | +24.6% |
| Q3 2021 | $2,499,000 | -1.6% | 8,611 | -2.8% | 1.38% | +5.4% |
| Q2 2021 | $2,540,000 | +36.6% | 8,857 | +22.5% | 1.31% | +8.2% |
| Q1 2021 | $1,859,000 | +118.4% | 7,232 | +115.4% | 1.21% | +124.1% |
| Q4 2020 | $851,000 | +11.1% | 3,358 | -0.2% | 0.54% | -10.9% |
| Q3 2020 | $766,000 | +12.6% | 3,365 | 0.0% | 0.60% | -1.8% |
| Q2 2020 | $680,000 | +29.0% | 3,365 | 0.0% | 0.62% | -17.0% |
| Q1 2020 | $527,000 | -34.5% | 3,365 | -24.0% | 0.74% | -4.7% |
| Q4 2019 | $804,000 | +12.3% | 4,425 | +3.6% | 0.78% | -7.2% |
| Q3 2019 | $716,000 | -1.1% | 4,270 | -0.7% | 0.84% | +12.3% |
| Q2 2019 | $724,000 | +4.5% | 4,300 | -2.9% | 0.75% | -2.1% |
| Q1 2019 | $693,000 | -6.2% | 4,430 | -9.7% | 0.76% | -10.4% |
| Q4 2018 | $739,000 | 0.0% | 4,905 | 0.0% | 0.85% | +20.3% |
| Q3 2018 | $739,000 | +2.2% | 4,905 | +5.1% | 0.71% | +12.6% |
| Q2 2018 | $723,000 | +46.1% | 4,665 | +37.2% | 0.63% | +37.0% |
| Q1 2018 | $495,000 | -34.1% | 3,400 | -32.9% | 0.46% | -31.3% |
| Q4 2017 | $751,000 | – | 5,070 | – | 0.67% | – |
Download | ||||||
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% |