VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,182,099 | -4.5% | 30,047 | -0.7% | 0.84% | +1.2% |
Q2 2023 | $8,565,200 | +7.5% | 30,270 | -5.2% | 0.83% | +2.3% |
Q1 2023 | $7,968,861 | +13.3% | 31,947 | -3.2% | 0.81% | +5.5% |
Q4 2022 | $7,036,040 | -52.0% | 33,016 | -51.8% | 0.77% | -44.0% |
Q3 2022 | $14,658,000 | -2.2% | 68,513 | +1.8% | 1.37% | +3.8% |
Q2 2022 | $14,994,000 | +3.3% | 67,273 | +33.3% | 1.32% | +28.2% |
Q1 2022 | $14,520,000 | -17.9% | 50,486 | -8.4% | 1.03% | -13.8% |
Q4 2021 | $17,679,000 | – | 55,090 | – | 1.20% | – |
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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% |