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 | $789,971 | -2.0% | 2,901 | +1.8% | 0.64% | -2.0% |
| Q2 2023 | $806,153 | +16.5% | 2,849 | +2.7% | 0.65% | +18.5% |
| Q1 2023 | $691,697 | +27.6% | 2,773 | +9.0% | 0.55% | +21.0% |
| Q4 2022 | $542,152 | +0.4% | 2,544 | +0.8% | 0.45% | -8.9% |
| Q3 2022 | $540,000 | -1.3% | 2,523 | +2.8% | 0.50% | +6.0% |
| Q2 2022 | $547,000 | -17.1% | 2,455 | +6.9% | 0.47% | -4.7% |
| Q1 2022 | $660,000 | -6.0% | 2,296 | +4.9% | 0.49% | -1.8% |
| Q4 2021 | $702,000 | +10.0% | 2,189 | -0.4% | 0.50% | +2.2% |
| Q3 2021 | $638,000 | +0.6% | 2,198 | -0.5% | 0.49% | -0.8% |
| Q2 2021 | $634,000 | +3.1% | 2,210 | -7.7% | 0.49% | -1.4% |
| Q1 2021 | $615,000 | +6.0% | 2,394 | +4.5% | 0.50% | -4.4% |
| Q4 2020 | $580,000 | – | 2,290 | – | 0.52% | – |
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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% |