VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $382,051 | -3.8% | 1,403 | 0.0% | 0.30% | -0.7% |
Q2 2023 | $396,993 | -38.0% | 1,403 | -45.4% | 0.31% | -46.6% |
Q1 2023 | $640,562 | +17.0% | 2,568 | 0.0% | 0.58% | +8.7% |
Q4 2022 | $547,266 | +12.1% | 2,568 | +12.6% | 0.53% | +9.5% |
Q3 2022 | $488,000 | +7.0% | 2,280 | +11.5% | 0.48% | +13.1% |
Q2 2022 | $456,000 | +41.6% | 2,045 | +82.9% | 0.43% | +72.2% |
Q1 2022 | $322,000 | -10.3% | 1,118 | 0.0% | 0.25% | -4.6% |
Q4 2021 | $359,000 | – | 1,118 | – | 0.26% | – |
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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% |