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 | $29,317,978 | -5.8% | 107,664 | -2.1% | 18.72% | -0.3% |
| Q2 2023 | $31,119,238 | +20.9% | 109,978 | +6.3% | 18.78% | +14.4% |
| Q1 2023 | $25,744,894 | +8.7% | 103,443 | -6.9% | 16.42% | -3.7% |
| Q4 2022 | $23,690,931 | +3.4% | 111,168 | +3.8% | 17.05% | -5.0% |
| Q3 2022 | $22,907,000 | -0.2% | 107,069 | +4.0% | 17.96% | +6.4% |
| Q2 2022 | $22,949,000 | -19.3% | 102,961 | +4.1% | 16.89% | -11.7% |
| Q1 2022 | $28,442,000 | -6.1% | 98,896 | +4.8% | 19.13% | -2.2% |
| Q4 2021 | $30,280,000 | +13.1% | 94,360 | +2.3% | 19.57% | +3.9% |
| Q3 2021 | $26,774,000 | +1.3% | 92,271 | +0.1% | 18.82% | +3.6% |
| Q2 2021 | $26,443,000 | +11.5% | 92,197 | -0.1% | 18.16% | +3.2% |
| Q1 2021 | $23,713,000 | +1.6% | 92,253 | +0.2% | 17.59% | -0.6% |
| Q4 2020 | $23,335,000 | +8.5% | 92,109 | -2.5% | 17.70% | +4.3% |
| Q3 2020 | $21,510,000 | +3.6% | 94,503 | -8.0% | 16.98% | -4.1% |
| Q2 2020 | $20,767,000 | +32.6% | 102,759 | +2.8% | 17.71% | +12.9% |
| Q1 2020 | $15,667,000 | -12.8% | 99,988 | +1.4% | 15.69% | +1.2% |
| Q4 2019 | $17,969,000 | – | 98,638 | – | 15.51% | – |
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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% |