VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $936,209 | +4.2% | 3,438 | +8.3% | 0.03% | +6.2% |
Q2 2023 | $898,398 | +28.1% | 3,175 | +12.9% | 0.03% | +23.1% |
Q1 2023 | $701,425 | +33.5% | 2,812 | +14.0% | 0.03% | +13.0% |
Q4 2022 | $525,529 | +2.4% | 2,466 | +2.9% | 0.02% | -4.2% |
Q3 2022 | $513,000 | 0.0% | 2,396 | +4.2% | 0.02% | +9.1% |
Q2 2022 | $513,000 | -23.9% | 2,300 | -1.9% | 0.02% | 0.0% |
Q1 2022 | $674,000 | +18.0% | 2,345 | +31.7% | 0.02% | -8.3% |
Q4 2021 | $571,000 | – | 1,780 | – | 0.02% | – |
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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% |