VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $333,580 | -3.8% | 1,225 | 0.0% | 0.22% | -5.5% |
| Q2 2023 | $346,626 | +11.2% | 1,225 | -2.0% | 0.24% | +3.0% |
| Q1 2023 | $311,800 | +17.0% | 1,250 | 0.0% | 0.23% | +13.9% |
| Q4 2022 | $266,388 | -0.2% | 1,250 | 0.0% | 0.20% | -14.4% |
| Q3 2022 | $267,000 | -4.3% | 1,250 | 0.0% | 0.24% | +16.3% |
| Q2 2022 | $279,000 | -22.5% | 1,250 | 0.0% | 0.20% | -8.6% |
| Q1 2022 | $360,000 | -16.9% | 1,250 | -7.4% | 0.22% | -16.2% |
| Q4 2021 | $433,000 | +10.5% | 1,350 | 0.0% | 0.26% | +7.3% |
| Q3 2021 | $392,000 | -11.9% | 1,350 | -12.9% | 0.25% | -8.5% |
| Q2 2021 | $445,000 | +11.8% | 1,550 | 0.0% | 0.27% | +0.7% |
| Q1 2021 | $398,000 | +1.3% | 1,550 | 0.0% | 0.27% | -11.0% |
| Q4 2020 | $393,000 | – | 1,550 | – | 0.30% | – |
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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% |