VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,463,340 | -0.7% | 5,374 | +3.2% | 0.36% | -11.2% |
| Q2 2023 | $1,473,316 | -4.8% | 5,207 | -16.0% | 0.40% | -21.3% |
| Q1 2023 | $1,546,977 | +37.8% | 6,201 | +17.7% | 0.51% | +20.2% |
| Q4 2022 | $1,122,989 | +164.2% | 5,269 | +165.2% | 0.43% | +169.6% |
| Q3 2022 | $425,000 | +6.8% | 1,987 | +11.2% | 0.16% | +12.9% |
| Q2 2022 | $398,000 | -24.0% | 1,787 | -1.9% | 0.14% | -9.1% |
| Q1 2022 | $524,000 | +66.9% | 1,822 | +85.9% | 0.15% | +69.2% |
| Q4 2021 | $314,000 | +35.9% | 980 | +21.4% | 0.09% | +8.3% |
| Q2 2021 | $231,000 | -18.1% | 807 | -26.4% | 0.08% | -30.6% |
| Q1 2021 | $282,000 | +5.6% | 1,097 | +4.3% | 0.12% | -0.8% |
| Q4 2020 | $267,000 | – | 1,052 | – | 0.12% | – |
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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% |