VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $461,365 | -3.8% | 1,694 | -0.1% | 0.23% | +1.3% |
| Q2 2023 | $479,508 | +13.5% | 1,695 | +0.1% | 0.23% | +5.0% |
| Q1 2023 | $422,532 | +1.8% | 1,694 | -13.0% | 0.22% | +5.3% |
| Q4 2022 | $415,113 | -0.2% | 1,948 | +0.1% | 0.21% | -11.1% |
| Q3 2022 | $416,000 | -4.1% | 1,946 | +0.1% | 0.23% | +4.5% |
| Q2 2022 | $434,000 | -28.0% | 1,945 | -7.3% | 0.22% | -24.1% |
| Q1 2022 | $603,000 | -14.5% | 2,098 | -4.5% | 0.30% | -12.5% |
| Q4 2021 | $705,000 | +10.7% | 2,198 | +0.0% | 0.34% | -0.3% |
| Q3 2021 | $637,000 | +3.1% | 2,197 | +1.9% | 0.34% | -1.5% |
| Q2 2021 | $618,000 | +26.1% | 2,155 | +13.0% | 0.34% | +13.2% |
| Q1 2021 | $490,000 | -0.4% | 1,907 | -1.7% | 0.30% | -7.6% |
| Q4 2020 | $492,000 | +12.8% | 1,940 | +1.4% | 0.33% | -7.3% |
| Q3 2020 | $436,000 | +9.5% | 1,914 | -2.8% | 0.35% | +10.3% |
| Q2 2020 | $398,000 | +29.2% | 1,969 | +0.1% | 0.32% | +1.6% |
| Q1 2020 | $308,000 | -23.0% | 1,967 | -10.4% | 0.32% | -2.2% |
| Q4 2019 | $400,000 | – | 2,196 | – | 0.32% | – |
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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% |