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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,293,591 | -3.8% | 63,507 | -0.1% | 2.55% | 0.0% |
| Q2 2023 | $17,981,542 | +13.3% | 63,548 | -0.1% | 2.55% | +7.9% |
| Q1 2023 | $15,869,622 | +15.6% | 63,621 | -1.2% | 2.36% | +10.1% |
| Q4 2022 | $13,723,005 | +19.5% | 64,394 | +20.0% | 2.15% | +8.0% |
| Q3 2022 | $11,482,000 | -3.7% | 53,666 | +0.3% | 1.99% | +1.4% |
| Q2 2022 | $11,924,000 | -22.4% | 53,497 | +0.2% | 1.96% | -14.2% |
| Q1 2022 | $15,360,000 | -17.4% | 53,409 | -7.9% | 2.29% | -18.1% |
| Q4 2021 | $18,601,000 | +5.7% | 57,965 | -4.4% | 2.79% | +2.0% |
| Q3 2021 | $17,594,000 | -0.8% | 60,634 | -2.0% | 2.74% | +0.4% |
| Q2 2021 | $17,741,000 | -0.6% | 61,857 | -10.9% | 2.73% | -4.8% |
| Q1 2021 | $17,843,000 | -15.7% | 69,416 | -16.9% | 2.86% | -16.1% |
| Q4 2020 | $21,161,000 | +12.1% | 83,529 | +0.7% | 3.42% | -5.4% |
| Q3 2020 | $18,880,000 | -4.2% | 82,947 | -14.9% | 3.61% | -7.4% |
| Q2 2020 | $19,698,000 | +28.7% | 97,473 | -0.2% | 3.90% | +6.2% |
| Q1 2020 | $15,300,000 | -19.5% | 97,644 | -6.4% | 3.67% | +1.1% |
| Q4 2019 | $19,000,000 | – | 104,298 | – | 3.63% | – |
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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% |