VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,585,905 | -0.5% | 16,841 | +3.4% | 1.84% | +5.2% |
| Q2 2023 | $4,609,287 | +22.2% | 16,290 | +7.7% | 1.75% | +16.5% |
| Q1 2023 | $3,773,275 | +101.7% | 15,127 | +107.8% | 1.50% | +86.0% |
| Q4 2022 | $1,871,000 | -42.8% | 7,279 | -52.4% | 0.81% | -48.4% |
| Q3 2022 | $3,270,000 | +7.6% | 15,282 | +12.1% | 1.56% | +12.7% |
| Q2 2022 | $3,038,000 | -15.0% | 13,631 | +9.7% | 1.39% | +3.0% |
| Q1 2022 | $3,573,000 | -2.4% | 12,423 | +8.9% | 1.35% | +4.6% |
| Q4 2021 | $3,659,000 | +45.5% | 11,403 | +30.1% | 1.29% | +28.7% |
| Q2 2021 | $2,514,000 | +34.4% | 8,766 | +20.4% | 1.00% | +24.2% |
| Q1 2021 | $1,871,000 | +42.3% | 7,279 | +40.3% | 0.81% | +5.5% |
| Q4 2020 | $1,315,000 | +35.4% | 5,190 | +21.7% | 0.76% | +18.4% |
| Q3 2020 | $971,000 | +22.1% | 4,264 | +8.3% | 0.65% | +12.7% |
| Q2 2020 | $795,000 | +48.6% | 3,936 | +34.0% | 0.57% | +44.7% |
| Q1 2020 | $535,000 | 0.0% | 2,937 | 0.0% | 0.40% | +1.5% |
| Q4 2019 | $535,000 | – | 2,937 | – | 0.39% | – |
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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% |