VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $481,355 | -3.9% | 1,768 | -0.1% | 0.16% | -1.9% |
| Q2 2023 | $500,923 | +11.0% | 1,770 | -2.2% | 0.16% | +9.5% |
| Q1 2023 | $451,192 | +14.9% | 1,809 | -1.8% | 0.15% | +8.1% |
| Q4 2022 | $392,557 | -5.4% | 1,842 | -5.0% | 0.14% | -16.6% |
| Q3 2022 | $415,000 | +6.1% | 1,939 | +10.5% | 0.16% | +8.7% |
| Q2 2022 | $391,000 | +2.6% | 1,754 | +32.4% | 0.15% | +16.3% |
| Q1 2022 | $381,000 | -3.1% | 1,325 | +8.2% | 0.13% | -1.5% |
| Q4 2021 | $393,000 | +7.1% | 1,225 | -3.1% | 0.13% | -5.8% |
| Q3 2021 | $367,000 | -43.5% | 1,264 | -50.0% | 0.14% | -15.8% |
| Q1 2021 | $650,000 | +1.6% | 2,530 | +0.1% | 0.16% | +7.1% |
| Q4 2020 | $640,000 | +123.0% | 2,527 | +100.2% | 0.15% | -8.9% |
| Q3 2020 | $287,000 | +12.5% | 1,262 | +0.2% | 0.17% | +1.8% |
| Q2 2020 | $255,000 | +11.4% | 1,260 | +0.1% | 0.17% | +14.5% |
| Q4 2019 | $229,000 | +10.6% | 1,259 | +1.0% | 0.14% | -4.0% |
| Q3 2019 | $207,000 | – | 1,246 | – | 0.15% | – |
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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% |