VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,052 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.85 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $625,768 | +10.2% | 2,298 | +14.5% | 0.14% | +13.7% |
Q2 2023 | $567,901 | +13.4% | 2,007 | 0.0% | 0.12% | +8.8% |
Q1 2023 | $500,626 | +17.0% | 2,007 | 0.0% | 0.11% | +11.8% |
Q4 2022 | $427,712 | -0.3% | 2,007 | 0.0% | 0.10% | -3.8% |
Q3 2022 | $429,000 | +13.2% | 2,007 | +17.9% | 0.11% | +20.5% |
Q2 2022 | $379,000 | -22.5% | 1,702 | 0.0% | 0.09% | -7.4% |
Q1 2022 | $489,000 | -10.4% | 1,702 | 0.0% | 0.10% | -6.9% |
Q4 2021 | $546,000 | +2.4% | 1,702 | -7.3% | 0.10% | -2.9% |
Q3 2021 | $533,000 | +1.1% | 1,837 | 0.0% | 0.10% | +5.0% |
Q2 2021 | $527,000 | +11.7% | 1,837 | 0.0% | 0.10% | +4.2% |
Q1 2021 | $472,000 | +1.5% | 1,837 | 0.0% | 0.10% | -5.0% |
Q4 2020 | $465,000 | +11.2% | 1,837 | 0.0% | 0.10% | -1.0% |
Q3 2020 | $418,000 | +12.7% | 1,837 | 0.0% | 0.10% | +4.1% |
Q2 2020 | $371,000 | +28.8% | 1,837 | 0.0% | 0.10% | +12.6% |
Q1 2020 | $288,000 | -14.0% | 1,837 | 0.0% | 0.09% | +7.4% |
Q4 2019 | $335,000 | +9.8% | 1,837 | 0.0% | 0.08% | +2.5% |
Q3 2019 | $305,000 | +1.7% | 1,837 | 0.0% | 0.08% | 0.0% |
Q2 2019 | $300,000 | +4.5% | 1,837 | 0.0% | 0.08% | -2.5% |
Q1 2019 | $287,000 | +16.2% | 1,837 | 0.0% | 0.08% | 0.0% |
Q4 2018 | $247,000 | -16.6% | 1,837 | 0.0% | 0.08% | 0.0% |
Q3 2018 | $296,000 | +5.0% | 1,837 | -2.3% | 0.08% | -3.6% |
Q2 2018 | $282,000 | +8.0% | 1,880 | +2.3% | 0.08% | -3.4% |
Q1 2018 | $261,000 | +1.2% | 1,837 | 0.0% | 0.09% | +4.8% |
Q4 2017 | $258,000 | +5.7% | 1,837 | 0.0% | 0.08% | -1.2% |
Q3 2017 | $244,000 | +4.7% | 1,837 | 0.0% | 0.08% | -2.3% |
Q2 2017 | $233,000 | +4.0% | 1,837 | 0.0% | 0.09% | -1.1% |
Q1 2017 | $224,000 | +9.3% | 1,837 | 0.0% | 0.09% | +1.2% |
Q4 2016 | $205,000 | -0.5% | 1,837 | 0.0% | 0.09% | -7.5% |
Q3 2016 | $206,000 | – | 1,837 | – | 0.09% | – |
Download |
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% |