VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,280,241 | -6.4% | 12,046 | -2.8% | 3.42% | -1.4% |
| Q2 2023 | $3,505,953 | +12.8% | 12,390 | -0.5% | 3.47% | +10.1% |
| Q1 2023 | $3,106,908 | +19.1% | 12,456 | +1.8% | 3.15% | +15.4% |
| Q4 2022 | $2,607,964 | +8.9% | 12,238 | +9.9% | 2.73% | +2.0% |
| Q3 2022 | $2,394,000 | -1.2% | 11,140 | +2.5% | 2.67% | +3.7% |
| Q2 2022 | $2,423,000 | +1.2% | 10,870 | +30.5% | 2.58% | +18.1% |
| Q1 2022 | $2,395,000 | -2.8% | 8,330 | +8.5% | 2.18% | -0.8% |
| Q4 2021 | $2,465,000 | – | 7,680 | – | 2.20% | – |
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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% |