VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,663,386 | -5.3% | 13,453 | -1.6% | 0.84% | -6.9% |
| Q2 2023 | $3,867,475 | +7.3% | 13,668 | -5.5% | 0.90% | -1.3% |
| Q1 2023 | $3,605,994 | +20.1% | 14,456 | +2.6% | 0.92% | +6.8% |
| Q4 2022 | $3,002,308 | +60.6% | 14,088 | +61.2% | 0.86% | +37.4% |
| Q3 2022 | $1,870,000 | +4.3% | 8,741 | +8.7% | 0.62% | +6.1% |
| Q2 2022 | $1,793,000 | +28.4% | 8,042 | +65.7% | 0.59% | +46.2% |
| Q1 2022 | $1,396,000 | -19.1% | 4,853 | -9.7% | 0.40% | -18.8% |
| Q4 2021 | $1,725,000 | – | 5,375 | – | 0.50% | – |
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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% |