VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $436,444 | -3.8% | 1,603 | 0.0% | 0.18% | -1.6% |
Q2 2023 | $453,513 | -13.7% | 1,603 | -23.9% | 0.19% | -19.4% |
Q1 2023 | $525,432 | +17.0% | 2,106 | 0.0% | 0.23% | +18.4% |
Q4 2022 | $448,905 | -0.5% | 2,106 | 0.0% | 0.20% | +41.0% |
Q3 2022 | $451,000 | -4.0% | 2,106 | 0.0% | 0.14% | -12.6% |
Q2 2022 | $470,000 | -22.4% | 2,106 | 0.0% | 0.16% | -0.6% |
Q1 2022 | $606,000 | -10.8% | 2,106 | -0.4% | 0.16% | +42.9% |
Q4 2021 | $679,000 | +10.4% | 2,114 | 0.0% | 0.11% | +3.7% |
Q3 2021 | $615,000 | +1.5% | 2,114 | 0.0% | 0.11% | -12.2% |
Q2 2021 | $606,000 | +11.6% | 2,114 | 0.0% | 0.12% | +46.4% |
Q1 2021 | $543,000 | +1.3% | 2,114 | 0.0% | 0.08% | +23.5% |
Q4 2020 | $536,000 | – | 2,114 | – | 0.07% | – |
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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% |