VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $10,685,598 | +16.6% | 34,372 | +2.1% | 4.50% | +11.1% |
| Q3 2023 | $9,164,243 | -2.7% | 33,654 | +1.1% | 4.05% | +2.3% |
| Q2 2023 | $9,416,196 | +21.6% | 33,277 | +7.2% | 3.96% | +14.5% |
| Q1 2023 | $7,741,706 | +29.0% | 31,036 | +10.2% | 3.46% | +22.1% |
| Q4 2022 | $6,002,879 | +15.3% | 28,168 | +15.8% | 2.83% | +4.0% |
| Q3 2022 | $5,206,000 | -0.4% | 24,332 | +33.9% | 2.72% | +18.4% |
| Q2 2022 | $5,228,000 | 0.0% | 18,177 | 0.0% | 2.30% | 0.0% |
| Q1 2022 | $5,228,000 | 0.0% | 18,177 | +11.6% | 2.30% | -0.4% |
| Q4 2021 | $5,228,000 | +26.0% | 16,292 | +14.0% | 2.31% | +22.8% |
| Q3 2021 | $4,148,000 | +18.8% | 14,295 | +17.4% | 1.88% | +15.0% |
| Q2 2021 | $3,493,000 | +46.4% | 12,179 | +31.2% | 1.64% | +34.5% |
| Q1 2021 | $2,386,000 | +55.5% | 9,282 | +53.2% | 1.22% | +32.9% |
| Q4 2020 | $1,534,000 | +292.3% | 6,058 | +252.8% | 0.92% | +263.1% |
| Q3 2020 | $391,000 | +10.8% | 1,717 | -1.8% | 0.25% | +5.9% |
| Q2 2020 | $353,000 | +52.2% | 1,748 | +17.9% | 0.24% | +41.7% |
| Q1 2020 | $232,000 | – | 1,482 | – | 0.17% | – |
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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% |