VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,056,126 | +18.1% | 14,895 | +22.8% | 2.37% | +18.8% |
| Q2 2023 | $3,433,230 | +18.2% | 12,133 | +4.2% | 2.00% | +10.6% |
| Q1 2023 | $2,904,580 | +22.6% | 11,644 | +4.7% | 1.80% | +17.7% |
| Q4 2022 | $2,369,010 | +2.0% | 11,116 | +2.4% | 1.53% | -0.4% |
| Q3 2022 | $2,322,000 | -5.0% | 10,853 | +0.7% | 1.54% | -6.6% |
| Q2 2022 | $2,444,000 | -26.8% | 10,780 | -7.1% | 1.65% | -20.7% |
| Q1 2022 | $3,337,000 | -17.1% | 11,601 | -7.5% | 2.08% | -8.9% |
| Q4 2021 | $4,026,000 | +6.0% | 12,544 | -4.1% | 2.28% | +4.2% |
| Q3 2021 | $3,798,000 | +0.6% | 13,087 | -0.6% | 2.19% | -13.6% |
| Q2 2021 | $3,775,000 | +769.8% | 13,162 | +680.7% | 2.53% | +27.1% |
| Q1 2021 | $434,000 | +26.9% | 1,686 | +25.0% | 1.99% | -38.7% |
| Q4 2020 | $342,000 | -88.2% | 1,349 | -89.7% | 3.25% | +116.2% |
| Q2 2020 | $2,901,000 | -40.3% | 13,099 | -57.7% | 1.50% | -62.5% |
| Q1 2020 | $4,856,000 | -21.9% | 30,987 | -9.2% | 4.01% | -2.2% |
| Q4 2019 | $6,217,000 | – | 34,129 | – | 4.10% | – |
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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% |