VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,018,304 | -2.0% | 44,135 | +1.9% | 5.02% | -0.8% |
| Q2 2023 | $12,259,055 | +19.8% | 43,324 | +5.6% | 5.06% | +13.5% |
| Q1 2023 | $10,234,743 | +23.6% | 41,031 | +6.6% | 4.46% | +9.0% |
| Q4 2022 | $8,279,135 | +0.5% | 38,507 | 0.0% | 4.09% | -4.9% |
| Q3 2022 | $8,239,000 | -8.1% | 38,507 | +22.5% | 4.30% | -6.1% |
| Q2 2022 | $8,967,000 | -10.7% | 31,437 | 0.0% | 4.58% | -6.8% |
| Q1 2022 | $10,039,000 | -0.5% | 31,437 | 0.0% | 4.92% | -3.9% |
| Q4 2021 | $10,088,000 | +17.4% | 31,437 | +6.2% | 5.11% | +9.1% |
| Q3 2021 | $8,591,000 | +4.3% | 29,607 | +3.1% | 4.68% | -8.3% |
| Q2 2021 | $8,234,000 | +21.9% | 28,709 | +9.3% | 5.11% | +6.5% |
| Q1 2021 | $6,752,000 | +11.8% | 26,267 | +10.2% | 4.80% | -6.3% |
| Q4 2020 | $6,038,000 | – | 23,834 | – | 5.12% | – |
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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% |