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 | $582,198 | -3.8% | 2,138 | 0.0% | 0.25% | +6.7% |
Q2 2023 | $604,967 | +33.3% | 2,138 | +17.5% | 0.24% | +4.8% |
Q1 2023 | $453,984 | +2.8% | 1,820 | -12.2% | 0.23% | +11.8% |
Q4 2022 | $441,564 | -0.3% | 2,072 | 0.0% | 0.20% | -9.8% |
Q3 2022 | $443,000 | -33.3% | 2,072 | -30.4% | 0.22% | -33.2% |
Q2 2022 | $664,000 | +8.1% | 2,978 | +39.4% | 0.34% | +23.4% |
Q1 2022 | $614,000 | -10.4% | 2,136 | 0.0% | 0.27% | -1.1% |
Q4 2021 | $685,000 | +9.6% | 2,136 | -0.9% | 0.28% | -5.5% |
Q3 2021 | $625,000 | +1.1% | 2,156 | 0.0% | 0.29% | +3.9% |
Q2 2021 | $618,000 | +61.8% | 2,156 | +46.6% | 0.28% | +49.5% |
Q1 2021 | $382,000 | +2.1% | 1,471 | -0.4% | 0.19% | -10.9% |
Q4 2020 | $374,000 | +11.3% | 1,477 | 0.0% | 0.21% | +5.0% |
Q3 2020 | $336,000 | – | 1,477 | – | 0.20% | – |
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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% |