VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,322 | -20.4% | 754 | -17.3% | 0.00% | -20.0% |
| Q2 2023 | $258,059 | +6.5% | 912 | -6.1% | 0.01% | +25.0% |
| Q1 2023 | $242,206 | +10.4% | 971 | -5.6% | 0.00% | 0.0% |
| Q4 2022 | $219,291 | -83.5% | 1,029 | -83.5% | 0.00% | -86.2% |
| Q3 2022 | $1,331,000 | -3.0% | 6,218 | +1.0% | 0.03% | 0.0% |
| Q2 2022 | $1,372,000 | -20.0% | 6,156 | +3.3% | 0.03% | -6.5% |
| Q1 2022 | $1,715,000 | -21.7% | 5,961 | -12.6% | 0.03% | -13.9% |
| Q4 2021 | $2,189,000 | +10.1% | 6,819 | -0.4% | 0.04% | +2.9% |
| Q3 2021 | $1,988,000 | -1.0% | 6,849 | -2.2% | 0.04% | -10.3% |
| Q2 2021 | $2,009,000 | +11.4% | 7,003 | -0.1% | 0.04% | +5.4% |
| Q1 2021 | $1,803,000 | +1.5% | 7,013 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $1,777,000 | +14.7% | 7,013 | +3.0% | 0.04% | +2.8% |
| Q3 2020 | $1,549,000 | – | 6,807 | – | 0.04% | – |
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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% |