VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $688,729 | -16.6% | 2,529 | -13.3% | 0.48% | -18.9% |
| Q2 2023 | $825,692 | +46.9% | 2,918 | +29.5% | 0.60% | +36.0% |
| Q1 2023 | $561,888 | +17.1% | 2,253 | +0.0% | 0.44% | +12.0% |
| Q4 2022 | $480,013 | -7.5% | 2,252 | -7.2% | 0.39% | -19.2% |
| Q3 2022 | $519,000 | -70.9% | 2,426 | -54.4% | 0.48% | +55.0% |
| Q2 2022 | $1,782,000 | +166.8% | 5,319 | +129.0% | 0.31% | -6.6% |
| Q1 2022 | $668,000 | +19.7% | 2,323 | +33.7% | 0.34% | +9.8% |
| Q4 2021 | $558,000 | -54.4% | 1,738 | -58.8% | 0.30% | -54.2% |
| Q3 2021 | $1,224,000 | +52.6% | 4,219 | +50.9% | 0.67% | +58.9% |
| Q2 2021 | $802,000 | +11.9% | 2,795 | +0.1% | 0.42% | +4.8% |
| Q1 2021 | $717,000 | +1.6% | 2,791 | +0.1% | 0.40% | -8.5% |
| Q4 2020 | $706,000 | +18.9% | 2,787 | +6.8% | 0.44% | +7.1% |
| Q3 2020 | $594,000 | +12.7% | 2,610 | +0.2% | 0.41% | +2.8% |
| Q2 2020 | $527,000 | +29.5% | 2,605 | +0.2% | 0.40% | +23.3% |
| Q1 2020 | $407,000 | – | 2,600 | – | 0.32% | – |
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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% |