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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $492,986 | -8.1% | 1,810 | -4.5% | 0.25% | -5.3% |
| Q2 2023 | $536,587 | +17.5% | 1,896 | +3.5% | 0.27% | +7.3% |
| Q1 2023 | $456,789 | +10.5% | 1,831 | -5.6% | 0.25% | +0.4% |
| Q4 2022 | $413,374 | +21.2% | 1,940 | +21.9% | 0.25% | +3.3% |
| Q3 2022 | $341,000 | +7.6% | 1,592 | +11.8% | 0.24% | +7.2% |
| Q2 2022 | $317,000 | +17.8% | 1,424 | +52.5% | 0.22% | +32.0% |
| Q1 2022 | $269,000 | -7.2% | 934 | +3.3% | 0.17% | -6.6% |
| Q4 2021 | $290,000 | +108.6% | 904 | +88.7% | 0.18% | +105.7% |
| Q3 2021 | $139,000 | +231.0% | 479 | +223.6% | 0.09% | +225.9% |
| Q2 2021 | $42,000 | +13.5% | 148 | +2.8% | 0.03% | +3.8% |
| Q1 2021 | $37,000 | +2.8% | 144 | 0.0% | 0.03% | -10.3% |
| Q4 2020 | $36,000 | – | 144 | – | 0.03% | – |
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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% |