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 | $2,164,028 | +3.0% | 7,947 | +7.0% | 0.63% | -8.6% |
| Q2 2023 | $2,101,039 | +13.1% | 7,425 | -0.3% | 0.69% | +21.0% |
| Q1 2023 | $1,857,258 | +8.8% | 7,446 | -7.1% | 0.57% | +14.1% |
| Q4 2022 | $1,707,389 | +34.1% | 8,012 | +34.7% | 0.50% | +30.7% |
| Q3 2022 | $1,273,000 | -4.9% | 5,950 | -0.9% | 0.38% | +1.6% |
| Q2 2022 | $1,338,000 | -34.8% | 6,002 | -15.9% | 0.38% | -27.3% |
| Q1 2022 | $2,051,000 | -51.6% | 7,133 | -45.7% | 0.52% | -59.0% |
| Q4 2021 | $4,241,000 | +15.4% | 13,125 | +3.6% | 1.26% | +1.0% |
| Q3 2021 | $3,675,000 | +7.3% | 12,663 | +6.0% | 1.24% | +8.5% |
| Q2 2021 | $3,426,000 | -9.5% | 11,945 | -18.9% | 1.15% | -25.4% |
| Q1 2021 | $3,786,000 | -0.6% | 14,730 | -2.0% | 1.54% | -4.1% |
| Q4 2020 | $3,809,000 | – | 15,034 | – | 1.60% | – |
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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% |