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 | $5,300,440 | -2.3% | 19,465 | +1.5% | 2.35% | -1.5% |
Q2 2023 | $5,426,848 | +13.5% | 19,179 | +0.0% | 2.38% | +15.8% |
Q1 2023 | $4,782,738 | +17.1% | 19,174 | +0.0% | 2.06% | -6.2% |
Q4 2022 | $4,084,875 | -0.4% | 19,168 | +0.0% | 2.19% | -14.7% |
Q3 2022 | $4,099,460 | -1.6% | 19,161 | +2.5% | 2.57% | +11.6% |
Q2 2022 | $4,166,107 | -22.8% | 18,691 | -0.4% | 2.30% | -7.3% |
Q1 2022 | $5,395,859 | -13.1% | 18,762 | -3.0% | 2.48% | -10.1% |
Q4 2021 | $6,208,847 | – | 19,348 | – | 2.76% | – |
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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% |