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 | $17,379,458 | -4.3% | 63,822 | -0.6% | 7.75% | +0.5% |
| Q2 2023 | $18,165,372 | +14.0% | 64,198 | +0.5% | 7.71% | +4.5% |
| Q1 2023 | $15,939,477 | +20.0% | 63,901 | +2.5% | 7.38% | +12.6% |
| Q4 2022 | $13,287,883 | +16.1% | 62,352 | +16.6% | 6.56% | -0.3% |
| Q3 2022 | $11,443,000 | -0.7% | 53,483 | +3.5% | 6.58% | +21.6% |
| Q2 2022 | $11,519,000 | -18.3% | 51,680 | +5.5% | 5.41% | -25.3% |
| Q1 2022 | $14,094,000 | -8.4% | 49,004 | +2.3% | 7.24% | -2.3% |
| Q4 2021 | $15,379,000 | +9.4% | 47,924 | -1.1% | 7.41% | -0.5% |
| Q3 2021 | $14,061,000 | +1.4% | 48,457 | +0.3% | 7.45% | -2.6% |
| Q2 2021 | $13,862,000 | +18.9% | 48,330 | +6.5% | 7.65% | +5.2% |
| Q1 2021 | $11,663,000 | +12.2% | 45,373 | +10.6% | 7.28% | +14.6% |
| Q4 2020 | $10,395,000 | +14.8% | 41,031 | +3.1% | 6.35% | -20.2% |
| Q3 2020 | $9,055,000 | – | 39,784 | – | 7.95% | – |
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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% |