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 | $3,057,692 | -5.0% | 11,229 | -1.2% | 0.76% | +0.8% |
| Q2 2023 | $3,217,020 | +15.9% | 11,369 | +2.2% | 0.75% | +10.2% |
| Q1 2023 | $2,775,634 | +17.1% | 11,127 | +0.0% | 0.68% | +7.2% |
| Q4 2022 | $2,371,153 | -7.1% | 11,126 | -6.7% | 0.64% | -16.9% |
| Q3 2022 | $2,552,000 | -5.0% | 11,929 | -1.0% | 0.77% | -2.9% |
| Q2 2022 | $2,686,000 | -20.6% | 12,054 | +2.5% | 0.79% | -4.1% |
| Q1 2022 | $3,383,000 | -11.1% | 11,765 | -0.3% | 0.82% | -10.5% |
| Q4 2021 | $3,806,000 | +11.1% | 11,804 | +0.0% | 0.92% | +5.1% |
| Q3 2021 | $3,425,000 | +1.1% | 11,803 | -0.1% | 0.88% | +0.8% |
| Q2 2021 | $3,387,000 | +5.9% | 11,811 | -5.1% | 0.87% | -2.8% |
| Q1 2021 | $3,198,000 | -3.2% | 12,442 | +0.2% | 0.90% | -0.4% |
| Q4 2020 | $3,303,000 | – | 12,415 | – | 0.90% | – |
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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% |