VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,161,830 | -5.2% | 33,645 | -1.5% | 2.44% | -2.7% |
| Q2 2023 | $9,669,387 | +2.0% | 34,172 | -10.0% | 2.50% | +3.1% |
| Q1 2023 | $9,475,902 | +31.6% | 37,989 | +12.4% | 2.43% | +17.7% |
| Q4 2022 | $7,203,104 | +40.8% | 33,800 | +41.3% | 2.06% | +15.1% |
| Q3 2022 | $5,117,000 | +18.7% | 23,915 | +23.6% | 1.79% | +19.2% |
| Q2 2022 | $4,311,000 | +0.8% | 19,343 | +30.1% | 1.50% | +18.9% |
| Q1 2022 | $4,275,000 | +71.8% | 14,864 | +91.7% | 1.26% | +48.7% |
| Q4 2021 | $2,488,000 | – | 7,752 | – | 0.85% | – |
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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% |