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 | $1,052,856 | +4.4% | 3,866 | +8.5% | 0.24% | +5.3% |
| Q2 2023 | $1,008,579 | +16.7% | 3,564 | +2.9% | 0.23% | +10.1% |
| Q1 2023 | $864,406 | +21.5% | 3,465 | +3.8% | 0.21% | +14.4% |
| Q4 2022 | $711,231 | +1.5% | 3,337 | +1.9% | 0.18% | +1.1% |
| Q3 2022 | $701,000 | +13.2% | 3,275 | +18.0% | 0.18% | +14.0% |
| Q2 2022 | $619,000 | -14.0% | 2,775 | +10.8% | 0.16% | -6.0% |
| Q1 2022 | $720,000 | -7.0% | 2,504 | +3.8% | 0.17% | -3.5% |
| Q4 2021 | $774,000 | +13.5% | 2,412 | +2.6% | 0.17% | +3.6% |
| Q3 2021 | $682,000 | +5.1% | 2,351 | +3.9% | 0.17% | +1.8% |
| Q2 2021 | $649,000 | +12.3% | 2,262 | +0.5% | 0.16% | +0.6% |
| Q1 2021 | $578,000 | -1.2% | 2,250 | -2.5% | 0.16% | -10.9% |
| Q4 2020 | $585,000 | -8.9% | 2,308 | -18.2% | 0.18% | -18.7% |
| Q3 2020 | $642,000 | -6.3% | 2,822 | -16.7% | 0.22% | -13.8% |
| Q2 2020 | $685,000 | +3.2% | 3,388 | -10.6% | 0.26% | -8.1% |
| Q1 2020 | $664,000 | -26.5% | 3,788 | -16.1% | 0.28% | -26.4% |
| Q4 2019 | $903,000 | – | 4,513 | – | 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% |