VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $422,159 | +4.5% | 1,551 | +8.6% | 0.04% | +7.3% |
Q2 2023 | $404,130 | -77.0% | 1,428 | -82.7% | 0.04% | -47.4% |
Q4 2022 | $1,757,808 | +234.2% | 8,248 | +235.1% | 0.08% | +151.6% |
Q3 2022 | $526,000 | -58.6% | 2,461 | -56.3% | 0.03% | -72.6% |
Q2 2022 | $1,269,000 | -57.4% | 5,637 | -45.5% | 0.11% | -32.7% |
Q1 2022 | $2,977,000 | +357.3% | 10,350 | +410.1% | 0.17% | +205.5% |
Q4 2021 | $651,000 | -2.7% | 2,029 | -22.1% | 0.06% | +1.9% |
Q1 2021 | $669,000 | -38.8% | 2,604 | -39.6% | 0.05% | -46.5% |
Q4 2020 | $1,093,000 | – | 4,314 | – | 0.10% | – |
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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% |