VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $14,022,997 | +613.5% | 49,558 | +529.0% | 6.73% | +566.0% |
Q1 2023 | $1,965,274 | +19.8% | 7,879 | +2.4% | 1.01% | +7.7% |
Q4 2022 | $1,639,857 | -1.2% | 7,695 | -0.8% | 0.94% | -20.2% |
Q3 2022 | $1,659,000 | -5.2% | 7,756 | -1.2% | 1.18% | -6.7% |
Q2 2022 | $1,750,000 | -30.4% | 7,854 | -10.1% | 1.26% | -18.4% |
Q1 2022 | $2,514,000 | -3.6% | 8,741 | +7.6% | 1.55% | -10.6% |
Q4 2021 | $2,607,000 | – | 8,123 | – | 1.73% | – |
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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% |