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 | $4,448,758 | -8.8% | 16,337 | -5.2% | 1.08% | -8.2% |
| Q2 2023 | $4,877,649 | +12.7% | 17,238 | -2.1% | 1.18% | +7.7% |
| Q1 2023 | $4,328,167 | +15.3% | 17,608 | -0.0% | 1.10% | -6.9% |
| Q4 2022 | $3,754,053 | -3.8% | 17,616 | -3.5% | 1.18% | -13.4% |
| Q3 2022 | $3,904,000 | +6.5% | 18,247 | +11.0% | 1.36% | +10.5% |
| Q2 2022 | $3,665,000 | -21.7% | 16,445 | +1.1% | 1.23% | -22.4% |
| Q1 2022 | $4,678,000 | -12.1% | 16,264 | -1.9% | 1.59% | -5.3% |
| Q4 2021 | $5,320,000 | +8.7% | 16,580 | -1.7% | 1.68% | +0.5% |
| Q3 2021 | $4,894,000 | -1.8% | 16,867 | -3.0% | 1.67% | -4.6% |
| Q2 2021 | $4,986,000 | +137.5% | 17,385 | -37.8% | 1.75% | +126.8% |
| Q1 2021 | $2,099,000 | -58.6% | 27,928 | +39.5% | 0.77% | -58.5% |
| Q4 2020 | $5,071,000 | -10.1% | 20,017 | -19.2% | 1.86% | -14.9% |
| Q3 2020 | $5,638,000 | +10.4% | 24,770 | -2.0% | 2.18% | +2.1% |
| Q2 2020 | $5,109,000 | -0.5% | 25,281 | -22.9% | 2.13% | -14.6% |
| Q1 2020 | $5,137,000 | – | 32,787 | – | 2.50% | – |
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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% |