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 | $787,294 | -13.7% | 2,891 | -10.4% | 0.61% | -9.5% |
| Q2 2023 | $912,416 | +115.1% | 3,225 | +89.6% | 0.67% | +97.4% |
| Q1 2023 | $424,183 | +16.1% | 1,701 | -0.8% | 0.34% | +10.0% |
| Q4 2022 | $365,386 | -0.4% | 1,715 | 0.0% | 0.31% | -17.8% |
| Q3 2022 | $367,000 | -3.9% | 1,715 | 0.0% | 0.38% | +1.3% |
| Q2 2022 | $382,000 | -22.7% | 1,715 | -0.1% | 0.37% | -11.6% |
| Q1 2022 | $494,000 | -10.3% | 1,717 | -0.1% | 0.42% | +9.9% |
| Q4 2021 | $551,000 | +8.7% | 1,718 | -1.6% | 0.38% | +7.6% |
| Q3 2021 | $507,000 | +0.4% | 1,746 | -0.9% | 0.36% | -0.3% |
| Q2 2021 | $505,000 | +11.0% | 1,762 | -0.6% | 0.36% | +2.6% |
| Q1 2021 | $455,000 | -0.9% | 1,772 | -2.2% | 0.35% | -14.9% |
| Q4 2020 | $459,000 | +11.4% | 1,811 | 0.0% | 0.41% | -1.9% |
| Q3 2020 | $412,000 | +8.4% | 1,811 | -3.6% | 0.42% | +0.2% |
| Q2 2020 | $380,000 | +16.9% | 1,879 | -9.3% | 0.42% | +4.8% |
| Q1 2020 | $325,000 | -13.8% | 2,072 | 0.0% | 0.40% | +1.5% |
| Q4 2019 | $377,000 | – | 2,072 | – | 0.39% | – |
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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% |