VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $994,924 | -3.6% | 3,654 | +0.1% | 0.73% | 0.0% |
| Q2 2023 | $1,032,416 | +13.6% | 3,649 | +0.2% | 0.73% | +8.1% |
| Q1 2023 | $908,788 | +17.3% | 3,643 | +0.2% | 0.68% | +13.6% |
| Q4 2022 | $775,050 | -0.8% | 3,637 | -0.4% | 0.60% | -5.2% |
| Q3 2022 | $781,000 | -30.9% | 3,651 | -7.1% | 0.63% | -1.1% |
| Q1 2022 | $1,130,000 | -10.3% | 3,930 | +0.1% | 0.64% | -5.2% |
| Q4 2021 | $1,260,000 | +8.5% | 3,926 | -1.9% | 0.67% | -1.3% |
| Q3 2021 | $1,161,000 | -0.1% | 4,002 | -1.2% | 0.68% | +5.4% |
| Q2 2021 | $1,162,000 | +9.3% | 4,051 | -2.0% | 0.65% | -1.4% |
| Q1 2021 | $1,063,000 | -49.2% | 4,135 | -49.9% | 0.66% | -12.4% |
| Q4 2020 | $2,092,000 | – | 8,258 | – | 0.75% | – |
Download | ||||||
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% |