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 | $94,759 | -3.8% | 348 | 0.0% | 0.06% | -11.1% |
| Q2 2023 | $98,466 | +25.3% | 348 | +10.5% | 0.06% | +28.6% |
| Q1 2023 | $78,573 | +17.0% | 315 | 0.0% | 0.05% | +19.5% |
| Q4 2022 | $67,129 | +0.2% | 315 | 0.0% | 0.04% | -8.9% |
| Q3 2022 | $67,000 | -4.3% | 315 | 0.0% | 0.04% | -2.2% |
| Q2 2022 | $70,000 | -60.2% | 315 | -48.4% | 0.05% | -57.0% |
| Q1 2022 | $176,000 | +74.3% | 610 | +93.7% | 0.11% | +72.6% |
| Q4 2021 | $101,000 | +11.0% | 315 | 0.0% | 0.06% | +3.3% |
| Q3 2021 | $91,000 | +1.1% | 315 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $90,000 | +11.1% | 315 | 0.0% | 0.06% | +7.1% |
| Q1 2021 | $81,000 | +1.2% | 315 | 0.0% | 0.06% | -5.1% |
| Q4 2020 | $80,000 | +11.1% | 315 | 0.0% | 0.06% | -3.3% |
| Q3 2020 | $72,000 | +12.5% | 315 | 0.0% | 0.06% | +10.9% |
| Q2 2020 | $64,000 | +30.6% | 315 | 0.0% | 0.06% | +22.2% |
| Q1 2020 | $49,000 | -14.0% | 315 | 0.0% | 0.04% | +9.8% |
| Q4 2019 | $57,000 | +9.6% | 315 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $52,000 | +2.0% | 315 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $51,000 | – | 315 | – | 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% |