VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,379,461 | +2.2% | 34,444 | +6.2% | 0.30% | -3.3% |
| Q2 2023 | $9,178,618 | +9.3% | 32,438 | -3.7% | 0.31% | -3.8% |
| Q1 2023 | $8,398,510 | +78.6% | 33,669 | +52.6% | 0.32% | +57.1% |
| Q4 2022 | $4,703,223 | +11.9% | 22,069 | +12.3% | 0.20% | +2.0% |
| Q3 2022 | $4,203,000 | -12.0% | 19,645 | -8.3% | 0.20% | -8.3% |
| Q2 2022 | $4,775,000 | -22.4% | 21,425 | +0.2% | 0.22% | -20.5% |
| Q1 2022 | $6,150,000 | -23.6% | 21,385 | -14.8% | 0.27% | -19.2% |
| Q4 2021 | $8,053,000 | +20.2% | 25,094 | +8.7% | 0.34% | -15.3% |
| Q3 2021 | $6,697,000 | +1.2% | 23,081 | 0.0% | 0.40% | -21.1% |
| Q2 2021 | $6,620,000 | -48.0% | 23,081 | -53.4% | 0.51% | -60.0% |
| Q1 2021 | $12,727,000 | +90.7% | 49,514 | +87.9% | 1.26% | -38.4% |
| Q4 2020 | $6,674,000 | – | 26,346 | – | 2.05% | – |
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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% |