VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,399 | -13.0% | 813 | -9.6% | 0.19% | +9.1% |
| Q2 2023 | $254,374 | +19.6% | 899 | +5.4% | 0.18% | -2.8% |
| Q1 2023 | $212,718 | -24.8% | 853 | -12.3% | 0.18% | -3.7% |
| Q3 2021 | $283,000 | -12.9% | 973 | -14.1% | 0.19% | -5.1% |
| Q2 2021 | $325,000 | -19.0% | 1,133 | -28.5% | 0.20% | -40.5% |
| Q4 2020 | $401,000 | +67.1% | 1,584 | +33.1% | 0.33% | +51.4% |
| Q3 2020 | $240,000 | 0.0% | 1,190 | 0.0% | 0.22% | 0.0% |
| Q2 2020 | $240,000 | -99.8% | 1,190 | +18.9% | 0.22% | +52.8% |
| Q1 2020 | $156,795,000 | -42.1% | 1,001 | -32.6% | 0.14% | -38.7% |
| Q4 2019 | $270,610,000 | +66717.3% | 1,485 | +5.5% | 0.24% | +3.5% |
| Q1 1987 | $405,000 | – | 1,407 | – | 0.23% | – |
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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% |