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 | $1,203,965 | -3.8% | 4,421 | 0.0% | 0.41% | -2.2% |
| Q2 2023 | $1,251,052 | +14.1% | 4,421 | +0.6% | 0.42% | +3.8% |
| Q1 2023 | $1,096,115 | +134.0% | 4,394 | +100.7% | 0.40% | +81.0% |
| Q4 2022 | $468,402 | +0.1% | 2,189 | 0.0% | 0.22% | +0.5% |
| Q3 2022 | $468,000 | +14.1% | 2,189 | +20.1% | 0.22% | -0.9% |
| Q2 2022 | $410,000 | -13.0% | 1,822 | +11.2% | 0.22% | -5.1% |
| Q1 2022 | $471,000 | +47.2% | 1,638 | +64.5% | 0.23% | +46.2% |
| Q4 2021 | $320,000 | -4.5% | 996 | -13.7% | 0.16% | -15.8% |
| Q3 2021 | $335,000 | -2.0% | 1,154 | 0.0% | 0.19% | -0.5% |
| Q2 2021 | $342,000 | +15.2% | 1,154 | 0.0% | 0.19% | -2.6% |
| Q1 2021 | $297,000 | +3.8% | 1,154 | +2.4% | 0.20% | -8.0% |
| Q4 2020 | $286,000 | +38.2% | 1,127 | +23.7% | 0.21% | +0.5% |
| Q3 2020 | $207,000 | +47.9% | 911 | +3.4% | 0.21% | +47.2% |
| Q1 2020 | $140,000 | – | 881 | – | 0.14% | – |
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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% |