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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $28,976,418 | +11.6% | 93,208 | -2.2% | 19.62% | +0.3% |
| Q3 2023 | $25,963,793 | -6.2% | 95,346 | -2.5% | 19.56% | -11.0% |
| Q2 2023 | $27,676,745 | +12.0% | 97,812 | -1.3% | 21.96% | +5.6% |
| Q1 2023 | $24,712,182 | +16.2% | 99,071 | -0.7% | 20.80% | +5.5% |
| Q4 2022 | $21,267,693 | +1.2% | 99,797 | +1.6% | 19.71% | -20.7% |
| Q3 2022 | $21,025,000 | -3.7% | 98,269 | +0.3% | 24.86% | -6.4% |
| Q2 2022 | $21,833,000 | -23.3% | 97,953 | -1.0% | 26.55% | -11.1% |
| Q1 2022 | $28,465,000 | -11.6% | 98,974 | -1.3% | 29.88% | -9.0% |
| Q4 2021 | $32,185,000 | – | 100,297 | – | 32.84% | – |
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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% |