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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,056,874 | +28.6% | 4,237 | +9.8% | 0.59% | +35.7% |
| Q4 2022 | $822,083 | -22.6% | 3,858 | -22.2% | 0.44% | -16.1% |
| Q3 2022 | $1,062,000 | -6.7% | 4,962 | -2.8% | 0.52% | +17.3% |
| Q2 2022 | $1,138,000 | -68.3% | 5,106 | -59.1% | 0.44% | -67.4% |
| Q1 2022 | $3,589,000 | -69.9% | 12,480 | -66.4% | 1.36% | -71.8% |
| Q4 2021 | $11,924,000 | +7.1% | 37,158 | -3.2% | 4.82% | -4.4% |
| Q3 2021 | $11,135,000 | -0.4% | 38,374 | -1.6% | 5.04% | -6.6% |
| Q2 2021 | $11,180,000 | -7.8% | 38,981 | -17.4% | 5.40% | -23.2% |
| Q1 2021 | $12,129,000 | +2.0% | 47,189 | +0.6% | 7.03% | -6.7% |
| Q4 2020 | $11,887,000 | – | 46,922 | – | 7.53% | – |
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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% |