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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,253,880 | +57.4% | 7,250 | +37.8% | 1.31% | +34.6% |
| Q3 2023 | $1,432,351 | +20.7% | 5,260 | +25.4% | 0.97% | +34.9% |
| Q2 2023 | $1,186,734 | +75.8% | 4,194 | +54.9% | 0.72% | +62.9% |
| Q1 2023 | $675,234 | +82.9% | 2,707 | +56.3% | 0.44% | +69.3% |
| Q4 2022 | $369,107 | +15.7% | 1,732 | +16.2% | 0.26% | +7.4% |
| Q3 2022 | $319,000 | +11.5% | 1,490 | +50.1% | 0.24% | +35.8% |
| Q1 2022 | $286,000 | +9.2% | 993 | +21.4% | 0.18% | +9.8% |
| Q4 2021 | $262,000 | – | 818 | – | 0.16% | – |
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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% |