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 | $1,690 | -6.1% | 6,158 | -0.2% | 0.82% | -0.8% |
| Q2 2023 | $1,800 | -99.9% | 6,169 | -7.6% | 0.83% | +1.0% |
| Q1 2023 | $1,664,763 | +23.5% | 6,674 | +5.5% | 0.82% | +13.0% |
| Q4 2022 | $1,347,708 | +161.2% | 6,324 | +162.0% | 0.73% | +126.4% |
| Q3 2022 | $516,000 | -3.7% | 2,414 | +0.4% | 0.32% | +0.3% |
| Q2 2022 | $536,000 | -22.0% | 2,404 | +0.6% | 0.32% | -10.3% |
| Q1 2022 | $687,000 | -10.4% | 2,389 | -0.1% | 0.36% | -8.0% |
| Q4 2021 | $767,000 | +7.4% | 2,391 | -2.8% | 0.39% | -4.7% |
| Q3 2021 | $714,000 | +7.2% | 2,461 | +6.0% | 0.41% | +4.1% |
| Q2 2021 | $666,000 | +11.0% | 2,321 | -0.6% | 0.39% | 0.0% |
| Q1 2021 | $600,000 | +29.6% | 2,335 | +27.7% | 0.39% | +8.0% |
| Q4 2020 | $463,000 | – | 1,828 | – | 0.36% | – |
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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% |