VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,081,813 | -3.7% | 3,973 | +0.1% | 0.61% | -2.1% |
Q2 2023 | $1,123,483 | +21.4% | 3,970 | +7.0% | 0.62% | +12.7% |
Q1 2023 | $925,681 | +17.1% | 3,711 | +0.1% | 0.55% | +8.4% |
Q4 2022 | $790,217 | -2.6% | 3,708 | -2.1% | 0.51% | -13.6% |
Q3 2022 | $811,000 | -4.1% | 3,789 | -0.1% | 0.59% | -5.3% |
Q2 2022 | $846,000 | -26.0% | 3,794 | -4.6% | 0.62% | -14.0% |
Q1 2022 | $1,144,000 | -13.9% | 3,977 | -3.9% | 0.72% | -8.6% |
Q4 2021 | $1,328,000 | +6.9% | 4,139 | -3.3% | 0.79% | -1.2% |
Q3 2021 | $1,242,000 | -13.6% | 4,281 | -14.6% | 0.80% | -15.4% |
Q2 2021 | $1,438,000 | +2.1% | 5,014 | -3.1% | 0.95% | -1.5% |
Q1 2021 | $1,408,000 | +6.1% | 5,177 | -0.9% | 0.96% | -3.0% |
Q4 2020 | $1,327,000 | – | 5,226 | – | 0.99% | – |
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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% |