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 | $647,905 | -4.5% | 2,329 | 0.0% | 0.39% | -1.8% |
| Q2 2023 | $678,112 | +28.3% | 2,329 | +9.4% | 0.40% | +19.9% |
| Q1 2023 | $528,439 | +14.9% | 2,129 | 0.0% | 0.33% | +8.5% |
| Q4 2022 | $459,907 | -0.0% | 2,129 | 0.0% | 0.31% | -10.5% |
| Q3 2022 | $460,000 | -4.8% | 2,129 | 0.0% | 0.34% | -4.2% |
| Q2 2022 | $483,000 | -13.8% | 2,129 | 0.0% | 0.36% | -8.5% |
| Q1 2022 | $560,000 | -13.3% | 2,129 | 0.0% | 0.39% | -15.6% |
| Q4 2021 | $646,000 | +9.5% | 2,129 | +4.9% | 0.46% | +2.0% |
| Q3 2021 | $590,000 | -2.6% | 2,029 | 0.0% | 0.45% | -3.4% |
| Q2 2021 | $606,000 | +9.8% | 2,029 | 0.0% | 0.47% | -3.3% |
| Q1 2021 | $552,000 | -9.1% | 2,029 | -15.4% | 0.48% | -23.3% |
| Q4 2020 | $607,000 | – | 2,397 | – | 0.63% | – |
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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% |