VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $432,894 | +15.3% | 1,590 | +19.8% | 0.07% | +20.3% |
| Q2 2023 | $375,412 | +13.6% | 1,327 | +0.2% | 0.06% | +1.7% |
| Q1 2023 | $330,503 | +17.2% | 1,325 | +0.2% | 0.06% | +1.8% |
| Q4 2022 | $281,920 | -0.4% | 1,323 | +0.2% | 0.06% | -6.6% |
| Q3 2022 | $283,000 | -3.7% | 1,320 | +0.2% | 0.06% | -1.6% |
| Q2 2022 | $294,000 | -22.4% | 1,318 | +0.1% | 0.06% | -10.1% |
| Q1 2022 | $379,000 | -10.2% | 1,317 | +0.2% | 0.07% | -8.0% |
| Q4 2021 | $422,000 | +10.8% | 1,315 | +0.1% | 0.08% | 0.0% |
| Q3 2021 | $381,000 | +1.3% | 1,314 | +0.2% | 0.08% | 0.0% |
| Q2 2021 | $376,000 | +11.6% | 1,312 | +0.1% | 0.08% | -2.6% |
| Q1 2021 | $337,000 | -3.7% | 1,311 | +0.2% | 0.08% | -3.8% |
| Q4 2020 | $350,000 | +11.1% | 1,309 | +0.2% | 0.08% | -8.0% |
| Q3 2020 | $315,000 | +10.5% | 1,307 | +0.2% | 0.09% | -2.2% |
| Q2 2020 | $285,000 | +26.7% | 1,305 | +0.2% | 0.09% | +2.3% |
| Q1 2020 | $225,000 | -9.6% | 1,302 | +0.2% | 0.09% | +4.8% |
| Q4 2019 | $249,000 | +11.7% | 1,300 | +0.3% | 0.08% | -1.2% |
| Q3 2019 | $223,000 | +8.3% | 1,296 | +4.6% | 0.08% | 0.0% |
| Q2 2019 | $206,000 | – | 1,239 | – | 0.08% | – |
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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% |