VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $28,026,060 | -3.4% | 102,920 | +0.4% | 25.23% | -1.7% |
Q2 2023 | $29,006,014 | +15.5% | 102,509 | +1.8% | 25.66% | +6.8% |
Q1 2023 | $25,103,986 | +19.9% | 100,734 | +2.5% | 24.03% | +8.5% |
Q4 2022 | $20,939,979 | +39.5% | 98,249 | +40.0% | 22.16% | +24.2% |
Q3 2022 | $15,011,000 | +4.1% | 70,154 | +8.4% | 17.84% | +11.5% |
Q2 2022 | $14,424,000 | -45.8% | 64,732 | -30.0% | 15.99% | -27.7% |
Q1 2022 | $26,611,000 | -5.0% | 92,526 | +5.9% | 22.13% | -3.9% |
Q4 2021 | $28,026,000 | – | 87,343 | – | 23.02% | – |
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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% |