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 | $8,616,510 | +9.5% | 31,642 | +13.8% | 0.99% | +10.9% |
| Q2 2023 | $7,870,551 | +13.7% | 27,815 | +0.2% | 0.89% | +7.2% |
| Q1 2023 | $6,924,917 | +20.7% | 27,762 | +3.1% | 0.83% | +10.0% |
| Q4 2022 | $5,737,263 | +2.1% | 26,922 | +2.5% | 0.76% | -8.2% |
| Q3 2022 | $5,620,000 | -1.5% | 26,268 | +2.6% | 0.82% | -1.1% |
| Q2 2022 | $5,708,000 | +869.1% | 25,611 | +1151.1% | 0.83% | +1012.0% |
| Q1 2022 | $589,000 | +5.0% | 2,047 | +17.0% | 0.08% | +1.4% |
| Q4 2021 | $561,000 | +35.8% | 1,749 | +22.7% | 0.07% | 0.0% |
| Q3 2021 | $413,000 | +11.0% | 1,425 | +9.8% | 0.07% | +10.4% |
| Q2 2021 | $372,000 | -29.5% | 1,298 | -36.8% | 0.07% | -41.7% |
| Q1 2021 | $528,000 | -11.9% | 2,054 | -13.1% | 0.12% | +9.5% |
| Q4 2020 | $599,000 | – | 2,363 | – | 0.10% | – |
Download | ||||||
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% |