VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,454,619 | +11.8% | 27,375 | +16.2% | 0.27% | +2.3% |
| Q2 2023 | $6,668,282 | +22.4% | 23,566 | +7.9% | 0.26% | +14.4% |
| Q1 2023 | $5,448,236 | +18.0% | 21,842 | +0.8% | 0.23% | +13.9% |
| Q4 2022 | $4,617,472 | +14.0% | 21,667 | +14.5% | 0.20% | +4.7% |
| Q3 2022 | $4,049,000 | -0.3% | 18,924 | +3.8% | 0.19% | -1.0% |
| Q2 2022 | $4,062,000 | -32.4% | 18,223 | -2.7% | 0.19% | -22.4% |
| Q4 2021 | $6,010,000 | +24.2% | 18,729 | +12.3% | 0.25% | +9.2% |
| Q3 2021 | $4,840,000 | +16.5% | 16,679 | +15.3% | 0.23% | +11.7% |
| Q2 2021 | $4,156,000 | -14.9% | 14,466 | -22.6% | 0.20% | -26.0% |
| Q1 2021 | $4,882,000 | +47.4% | 18,678 | +42.8% | 0.28% | +15.4% |
| Q4 2020 | $3,313,000 | +125.4% | 13,076 | +102.4% | 0.24% | +81.8% |
| Q3 2020 | $1,470,000 | +18.3% | 6,459 | +5.0% | 0.13% | +6.5% |
| Q2 2020 | $1,243,000 | +31.8% | 6,152 | +2.2% | 0.12% | -2.4% |
| Q1 2020 | $943,000 | -10.2% | 6,020 | +4.5% | 0.13% | -3.8% |
| Q4 2019 | $1,050,000 | +2.0% | 5,761 | -6.9% | 0.13% | -18.5% |
| Q3 2019 | $1,029,000 | -7.2% | 6,187 | -8.8% | 0.16% | -12.9% |
| Q2 2019 | $1,109,000 | -19.8% | 6,785 | -23.2% | 0.19% | -11.4% |
| Q1 2019 | $1,383,000 | -6.4% | 8,840 | -19.6% | 0.21% | -34.8% |
| Q4 2018 | $1,477,000 | +13.9% | 10,993 | +36.5% | 0.32% | +22.4% |
| Q3 2018 | $1,297,000 | +10.0% | 8,054 | +2.3% | 0.26% | -6.7% |
| Q2 2018 | $1,179,000 | +18.1% | 7,870 | +11.8% | 0.28% | +13.7% |
| Q1 2018 | $998,000 | +38.2% | 7,037 | +37.2% | 0.25% | -3.9% |
| Q4 2017 | $722,000 | +19.3% | 5,130 | +12.6% | 0.26% | -3.0% |
| Q3 2017 | $605,000 | +9.8% | 4,555 | +5.0% | 0.27% | -6.3% |
| Q2 2017 | $551,000 | +13.4% | 4,339 | +8.6% | 0.28% | -1.4% |
| Q1 2017 | $486,000 | – | 3,996 | – | 0.29% | – |
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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% |