VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $214,224 | -42.9% | 1,006 | -42.3% | 0.11% | -72.4% |
Q3 2022 | $375,000 | -52.5% | 1,744 | -50.8% | 0.39% | -47.6% |
Q2 2022 | $790,000 | -35.5% | 3,547 | -16.7% | 0.74% | -25.1% |
Q1 2022 | $1,224,000 | -25.7% | 4,257 | -17.1% | 0.98% | -19.4% |
Q4 2021 | $1,648,000 | -16.3% | 5,136 | -24.3% | 1.22% | -22.7% |
Q3 2021 | $1,968,000 | -13.0% | 6,783 | -14.0% | 1.58% | -13.7% |
Q2 2021 | $2,262,000 | -60.1% | 7,885 | -64.2% | 1.83% | -49.8% |
Q1 2021 | $5,664,000 | – | 22,036 | – | 3.65% | – |
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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% |