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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $747,299 | -4.8% | 2,723 | -1.7% | 0.46% | -3.4% |
| Q2 2023 | $784,584 | +10.6% | 2,771 | -2.5% | 0.47% | +9.8% |
| Q1 2023 | $709,200 | +22.2% | 2,843 | +4.4% | 0.43% | +8.6% |
| Q4 2022 | $580,127 | +9.9% | 2,722 | +10.2% | 0.40% | -9.6% |
| Q3 2022 | $528,000 | +5.4% | 2,470 | +10.0% | 0.44% | +1.9% |
| Q2 2022 | $501,000 | -15.8% | 2,246 | +4.2% | 0.43% | -18.9% |
| Q1 2022 | $595,000 | – | 2,155 | – | 0.53% | – |
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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% |