VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $201,000 | -10.7% | 700 | 0.0% | 0.04% | -5.4% |
| Q4 2021 | $225,000 | +10.8% | 700 | 0.0% | 0.04% | -7.5% |
| Q3 2021 | $203,000 | -64.2% | 700 | -64.6% | 0.04% | -64.3% |
| Q2 2021 | $567,000 | +9.9% | 1,976 | 0.0% | 0.11% | +4.7% |
| Q1 2021 | $516,000 | +3.0% | 1,976 | 0.0% | 0.11% | -10.8% |
| Q4 2020 | $501,000 | +72.8% | 1,976 | +54.9% | 0.12% | +34.8% |
| Q3 2020 | $290,000 | +12.4% | 1,276 | 0.0% | 0.09% | +3.5% |
| Q2 2020 | $258,000 | +29.0% | 1,276 | 0.0% | 0.09% | +3.6% |
| Q1 2020 | $200,000 | -49.2% | 1,276 | -41.1% | 0.08% | -45.8% |
| Q4 2019 | $394,000 | +10.1% | 2,165 | -0.5% | 0.15% | -8.4% |
| Q3 2019 | $358,000 | – | 2,176 | – | 0.17% | – |
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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% |