VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $911,422 | -4.4% | 3,347 | 0.0% | 0.41% | +0.2% |
| Q2 2023 | $953,795 | +15.8% | 3,347 | 0.0% | 0.41% | +4.1% |
| Q1 2023 | $823,697 | +19.8% | 3,347 | +3.7% | 0.39% | +7.1% |
| Q4 2022 | $687,706 | -0.9% | 3,227 | -0.5% | 0.36% | +3.4% |
| Q3 2022 | $694,000 | -3.7% | 3,243 | +0.2% | 0.35% | +0.9% |
| Q2 2022 | $721,000 | -24.3% | 3,236 | -2.2% | 0.35% | +1.7% |
| Q1 2022 | $952,000 | -10.6% | 3,309 | -0.3% | 0.34% | -7.0% |
| Q4 2021 | $1,065,000 | +10.7% | 3,318 | -1.0% | 0.37% | -1.6% |
| Q3 2021 | $962,000 | -4.1% | 3,353 | -0.4% | 0.38% | +3.0% |
| Q2 2021 | $1,003,000 | +8.5% | 3,368 | -0.7% | 0.36% | -0.5% |
| Q1 2021 | $924,000 | +9.9% | 3,393 | +2.3% | 0.37% | -1.1% |
| Q4 2020 | $841,000 | +9.2% | 3,318 | 0.0% | 0.37% | +3.3% |
| Q3 2020 | $770,000 | +12.1% | 3,318 | +1.4% | 0.36% | -1.6% |
| Q2 2020 | $687,000 | +21.2% | 3,273 | 0.0% | 0.36% | -2.7% |
| Q1 2020 | $567,000 | – | 3,273 | – | 0.38% | – |
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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% |