VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,520,352 | -16.3% | 20,974 | -26.7% | 5.79% | +0.8% |
| Q3 2023 | $7,792,434 | -6.3% | 28,616 | -2.7% | 5.74% | -4.5% |
| Q2 2023 | $8,320,677 | +15.7% | 29,406 | +2.0% | 6.02% | +4.2% |
| Q1 2023 | $7,194,251 | +15.5% | 28,842 | -1.4% | 5.78% | +7.4% |
| Q4 2022 | $6,231,178 | +2.9% | 29,239 | +1.8% | 5.38% | -11.6% |
| Q3 2022 | $6,057,000 | -3.9% | 28,727 | +1.6% | 6.08% | -13.3% |
| Q2 2022 | $6,300,000 | -21.9% | 28,265 | +0.8% | 7.02% | -9.7% |
| Q1 2022 | $8,062,000 | -11.7% | 28,033 | -1.5% | 7.77% | -9.8% |
| Q4 2021 | $9,131,000 | – | 28,454 | – | 8.61% | – |
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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% |