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 | $1,391,505 | -3.8% | 5,110 | 0.0% | 0.56% | -5.1% |
| Q2 2023 | $1,445,926 | +11.0% | 5,110 | -2.2% | 0.59% | -11.8% |
| Q1 2023 | $1,302,826 | -56.5% | 5,223 | -62.9% | 0.67% | -59.1% |
| Q4 2022 | $2,996,327 | +174.1% | 14,060 | +175.1% | 1.64% | +139.3% |
| Q3 2022 | $1,093,000 | -4.0% | 5,110 | 0.0% | 0.69% | -12.5% |
| Q2 2022 | $1,139,000 | -22.5% | 5,110 | 0.0% | 0.78% | -1.0% |
| Q1 2022 | $1,470,000 | -10.4% | 5,110 | 0.0% | 0.79% | +5.3% |
| Q4 2021 | $1,640,000 | -18.9% | 5,110 | -26.6% | 0.75% | -34.3% |
| Q3 2021 | $2,021,000 | +1.2% | 6,965 | 0.0% | 1.15% | -0.2% |
| Q2 2021 | $1,998,000 | +11.6% | 6,965 | 0.0% | 1.15% | -7.6% |
| Q1 2021 | $1,790,000 | +2.1% | 6,965 | +0.6% | 1.24% | -5.8% |
| Q4 2020 | $1,754,000 | – | 6,923 | – | 1.32% | – |
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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% |