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 | $1,922,566 | -4.1% | 7,060 | -0.4% | 1.45% | +3.7% |
| Q2 2023 | $2,004,876 | +13.5% | 7,085 | +0.0% | 1.40% | +10.4% |
| Q1 2023 | $1,766,793 | -2.9% | 7,083 | -17.1% | 1.27% | -8.6% |
| Q4 2022 | $1,820,458 | +80.4% | 8,542 | +81.1% | 1.39% | +22.4% |
| Q3 2022 | $1,009,000 | -10.9% | 4,716 | -7.2% | 1.13% | -6.1% |
| Q2 2022 | $1,133,000 | -10.9% | 5,082 | +14.9% | 1.20% | +0.8% |
| Q1 2022 | $1,272,000 | -10.7% | 4,424 | -0.2% | 1.20% | -1.4% |
| Q4 2021 | $1,424,000 | +10.6% | 4,435 | -0.0% | 1.21% | +3.0% |
| Q3 2021 | $1,287,000 | -1.4% | 4,436 | -2.5% | 1.18% | -0.8% |
| Q2 2021 | $1,305,000 | +16.0% | 4,551 | +4.0% | 1.19% | +6.4% |
| Q1 2021 | $1,125,000 | +1.5% | 4,375 | 0.0% | 1.12% | +24.9% |
| Q4 2020 | $1,108,000 | – | 4,375 | – | 0.89% | – |
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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% |