VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,344,706 | -7.7% | 15,955 | -4.1% | 0.51% | -6.2% |
| Q2 2023 | $4,708,171 | +13.8% | 16,639 | +0.3% | 0.54% | +5.4% |
| Q1 2023 | $4,138,210 | +16.8% | 16,590 | -0.2% | 0.52% | +13.2% |
| Q4 2022 | $3,544,019 | +81.4% | 16,630 | +82.1% | 0.46% | +63.4% |
| Q3 2022 | $1,954,000 | -3.1% | 9,131 | +0.9% | 0.28% | +1.5% |
| Q2 2022 | $2,017,000 | -23.3% | 9,051 | -1.0% | 0.28% | -21.2% |
| Q1 2022 | $2,630,000 | -12.2% | 9,146 | -2.0% | 0.35% | -6.2% |
| Q4 2021 | $2,994,000 | +25.2% | 9,331 | +13.2% | 0.37% | +12.0% |
| Q3 2021 | $2,391,000 | +2.0% | 8,241 | +0.9% | 0.33% | 0.0% |
| Q2 2021 | $2,344,000 | +12.7% | 8,171 | +1.0% | 0.33% | +2.8% |
| Q1 2021 | $2,079,000 | +0.1% | 8,089 | -1.3% | 0.32% | -21.0% |
| Q4 2020 | $2,076,000 | +19.7% | 8,195 | +7.5% | 0.41% | +4.1% |
| Q3 2020 | $1,734,000 | +23.9% | 7,620 | +10.0% | 0.39% | +11.3% |
| Q2 2020 | $1,400,000 | +111.5% | 6,930 | +64.0% | 0.35% | +99.4% |
| Q1 2020 | $662,000 | -14.0% | 4,225 | 0.0% | 0.18% | +3.5% |
| Q4 2019 | $770,000 | – | 4,225 | – | 0.17% | – |
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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% |