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 | $10,581,656 | -5.3% | 39,283 | +0.2% | 7.06% | -0.2% |
| Q2 2023 | $11,176,033 | +15.9% | 39,194 | +1.4% | 7.07% | +1.5% |
| Q1 2023 | $9,644,242 | -19.9% | 38,664 | -31.6% | 6.96% | -17.2% |
| Q4 2022 | $12,040,316 | -13.6% | 56,498 | -13.3% | 8.41% | -19.5% |
| Q3 2022 | $13,934,000 | +69.1% | 65,129 | +76.2% | 10.45% | +47.2% |
| Q2 2022 | $8,240,000 | -23.1% | 36,968 | -0.7% | 7.10% | -14.2% |
| Q1 2022 | $10,711,000 | -20.2% | 37,242 | -18.4% | 8.28% | -17.1% |
| Q4 2021 | $13,420,000 | +12.7% | 45,627 | +11.2% | 9.99% | -3.0% |
| Q3 2021 | $11,908,000 | +3.6% | 41,039 | +2.4% | 10.30% | +0.3% |
| Q2 2021 | $11,498,000 | – | 40,088 | – | 10.27% | – |
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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% |