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 | $2,203,561 | -3.8% | 8,092 | 0.0% | 1.12% | +4.2% |
| Q2 2023 | $2,289,697 | +11.9% | 8,092 | -1.4% | 1.07% | +3.7% |
| Q1 2023 | $2,046,046 | +15.1% | 8,203 | -1.7% | 1.03% | -0.6% |
| Q4 2022 | $1,778,265 | -0.4% | 8,344 | 0.0% | 1.04% | -11.1% |
| Q3 2022 | $1,785,000 | -4.0% | 8,344 | 0.0% | 1.17% | -1.1% |
| Q2 2022 | $1,860,000 | -20.9% | 8,344 | +2.1% | 1.18% | -10.1% |
| Q1 2022 | $2,350,000 | -5.4% | 8,172 | +5.6% | 1.31% | +5.2% |
| Q4 2021 | $2,485,000 | +11.3% | 7,742 | +0.6% | 1.25% | -0.8% |
| Q3 2021 | $2,233,000 | -0.8% | 7,695 | -2.0% | 1.26% | -2.3% |
| Q2 2021 | $2,252,000 | +37.0% | 7,853 | +21.0% | 1.29% | +11.5% |
| Q1 2021 | $1,644,000 | +0.1% | 6,488 | 0.0% | 1.16% | +4.9% |
| Q4 2020 | $1,643,000 | – | 6,488 | – | 1.10% | – |
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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% |