VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $260,606 | +28.5% | 921 | +13.3% | 0.14% | +12.3% |
| Q1 2023 | $202,795 | -13.3% | 813 | 0.0% | 0.12% | -10.3% |
| Q1 2022 | $234,000 | -10.3% | 813 | -0.1% | 0.14% | -6.2% |
| Q4 2021 | $261,000 | +10.6% | 814 | +0.1% | 0.14% | +0.7% |
| Q3 2021 | $236,000 | +1.3% | 813 | 0.0% | 0.14% | 0.0% |
| Q2 2021 | $233,000 | +11.5% | 813 | 0.0% | 0.14% | +7.5% |
| Q1 2021 | $209,000 | -7.9% | 813 | -9.2% | 0.13% | -17.3% |
| Q4 2020 | $227,000 | +11.3% | 895 | 0.0% | 0.16% | +1.2% |
| Q3 2020 | $204,000 | +12.7% | 895 | 0.0% | 0.16% | +9.6% |
| Q2 2020 | $181,000 | +341.5% | 895 | +240.3% | 0.15% | +284.2% |
| Q1 2020 | $41,000 | -14.6% | 263 | 0.0% | 0.04% | +2.7% |
| Q4 2019 | $48,000 | – | 263 | – | 0.04% | – |
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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% |