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 | $278,370 | -2.0% | 1,022 | +1.9% | 0.10% | -2.0% |
| Q2 2023 | $283,923 | +14.7% | 1,003 | +1.0% | 0.10% | +10.9% |
| Q1 2023 | $247,635 | +17.1% | 993 | +0.1% | 0.09% | +7.0% |
| Q4 2022 | $211,415 | -44.4% | 992 | -44.1% | 0.09% | -48.2% |
| Q3 2022 | $380,000 | +5.3% | 1,776 | +9.7% | 0.17% | +7.1% |
| Q2 2022 | $361,000 | -21.7% | 1,619 | +1.1% | 0.16% | -45.4% |
| Q1 2022 | $461,000 | +21.3% | 1,602 | +35.3% | 0.28% | +76.4% |
| Q4 2021 | $380,000 | +13.8% | 1,184 | +2.8% | 0.16% | +1.3% |
| Q3 2021 | $334,000 | +2.5% | 1,152 | +1.3% | 0.16% | -10.7% |
| Q2 2021 | $326,000 | +11.6% | 1,137 | +0.1% | 0.18% | -25.2% |
| Q1 2021 | $292,000 | – | 1,136 | – | 0.24% | – |
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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% |