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 | $701,651 | -3.6% | 2,577 | +0.2% | 0.58% | +1.2% |
| Q2 2023 | $727,490 | +8.6% | 2,571 | -4.3% | 0.57% | +3.1% |
| Q1 2023 | $669,996 | +22.0% | 2,686 | +4.2% | 0.55% | +20.7% |
| Q4 2022 | $549,184 | +33.3% | 2,577 | +33.9% | 0.46% | +19.6% |
| Q3 2022 | $412,000 | -10.0% | 1,925 | -6.3% | 0.38% | -3.3% |
| Q2 2022 | $458,000 | -22.8% | 2,054 | -0.5% | 0.40% | -11.6% |
| Q1 2022 | $593,000 | -10.6% | 2,064 | 0.0% | 0.45% | -9.3% |
| Q4 2021 | $663,000 | – | 2,064 | – | 0.49% | – |
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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% |