VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,473,060 | -3.7% | 5,409 | 0.0% | 0.17% | -0.6% |
| Q2 2023 | $1,530,443 | +18.5% | 5,409 | +4.5% | 0.17% | -8.9% |
| Q1 2023 | $1,291,609 | +7.1% | 5,178 | -8.5% | 0.19% | 0.0% |
| Q4 2022 | $1,205,478 | -36.8% | 5,657 | -36.5% | 0.19% | -56.9% |
| Q3 2022 | $1,906,000 | -10.3% | 8,910 | -6.5% | 0.44% | -20.0% |
| Q2 2022 | $2,125,000 | -48.1% | 9,533 | -33.1% | 0.55% | -37.3% |
| Q1 2022 | $4,095,000 | -8.5% | 14,240 | +2.1% | 0.88% | -8.0% |
| Q4 2021 | $4,476,000 | +15.5% | 13,950 | +4.5% | 0.96% | +24.2% |
| Q3 2021 | $3,875,000 | +27.3% | 13,351 | +25.8% | 0.77% | +10.0% |
| Q2 2021 | $3,044,000 | +66.9% | 10,613 | +49.6% | 0.70% | +43.5% |
| Q1 2021 | $1,824,000 | -3.8% | 7,096 | -5.2% | 0.49% | -19.7% |
| Q4 2020 | $1,896,000 | +62.1% | 7,485 | +45.7% | 0.61% | +32.0% |
| Q3 2020 | $1,170,000 | +237.2% | 5,139 | +199.0% | 0.46% | +185.2% |
| Q2 2020 | $347,000 | +11.2% | 1,719 | -13.6% | 0.16% | -6.4% |
| Q1 2020 | $312,000 | +37.4% | 1,990 | +60.0% | 0.17% | +58.7% |
| Q4 2019 | $227,000 | – | 1,244 | – | 0.11% | – |
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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% |