VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,133,826 | -3.6% | 4,164 | +0.1% | 0.52% | +1.6% |
Q2 2023 | $1,176,660 | +13.2% | 4,158 | -0.2% | 0.51% | +13.3% |
Q1 2023 | $1,039,099 | +16.7% | 4,166 | -0.3% | 0.45% | +20.5% |
Q4 2022 | $890,577 | -0.0% | 4,179 | +0.4% | 0.38% | -7.2% |
Q3 2022 | $891,000 | -3.3% | 4,164 | +0.8% | 0.40% | +2.0% |
Q2 2022 | $921,000 | -22.3% | 4,131 | +0.1% | 0.40% | -28.4% |
Q1 2022 | $1,186,000 | -10.4% | 4,126 | +0.1% | 0.55% | -13.3% |
Q4 2021 | $1,323,000 | +10.5% | 4,122 | -0.1% | 0.64% | +2.2% |
Q3 2021 | $1,197,000 | +1.2% | 4,126 | -0.0% | 0.62% | -3.3% |
Q2 2021 | $1,183,000 | +10.9% | 4,127 | -0.6% | 0.64% | +1.7% |
Q1 2021 | $1,067,000 | +1.0% | 4,154 | -0.4% | 0.63% | -9.7% |
Q4 2020 | $1,056,000 | +11.6% | 4,169 | +0.3% | 0.70% | -5.3% |
Q3 2020 | $946,000 | – | 4,156 | – | 0.74% | – |
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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% |