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 | $994,204 | -3.8% | 3,651 | 0.0% | 0.39% | -15.8% |
| Q2 2023 | $1,033,087 | +0.5% | 3,651 | -11.4% | 0.47% | -8.2% |
| Q1 2023 | $1,027,693 | +17.0% | 4,120 | 0.0% | 0.51% | +8.7% |
| Q4 2022 | $878,013 | -0.3% | 4,120 | 0.0% | 0.47% | -19.0% |
| Q3 2022 | $881,000 | -4.0% | 4,120 | 0.0% | 0.58% | -10.4% |
| Q2 2022 | $918,000 | -22.5% | 4,120 | 0.0% | 0.65% | -21.1% |
| Q1 2022 | $1,185,000 | -10.4% | 4,120 | 0.0% | 0.82% | -23.9% |
| Q4 2021 | $1,322,000 | – | 4,120 | – | 1.08% | – |
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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% |