VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 917 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.30 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,260,606 | -6.8% | 155,193 | -3.2% | 2.81% | -17.2% |
| Q2 2023 | $45,366,977 | +13.4% | 160,330 | 0.0% | 3.39% | +9.5% |
| Q1 2023 | $39,992,715 | +17.0% | 160,330 | 0.0% | 3.10% | +17.5% |
| Q4 2022 | $34,167,926 | +2.0% | 160,330 | +2.4% | 2.64% | -3.9% |
| Q3 2022 | $33,497,000 | -9.7% | 156,563 | -6.0% | 2.74% | -7.8% |
| Q2 2022 | $37,115,000 | -35.4% | 166,518 | -16.7% | 2.98% | -21.7% |
| Q1 2022 | $57,479,000 | -13.6% | 199,859 | -3.6% | 3.80% | -23.9% |
| Q4 2021 | $66,564,000 | +10.6% | 207,428 | 0.0% | 5.00% | -4.7% |
| Q3 2021 | $60,189,000 | +1.2% | 207,428 | 0.0% | 5.24% | +5.2% |
| Q2 2021 | $59,492,000 | +27.1% | 207,428 | +13.9% | 4.98% | +36.4% |
| Q1 2021 | $46,799,000 | -10.3% | 182,070 | -11.6% | 3.65% | -13.5% |
| Q4 2020 | $52,179,000 | +11.3% | 205,964 | 0.0% | 4.23% | -3.2% |
| Q3 2020 | $46,879,000 | +11.4% | 205,964 | -1.1% | 4.36% | +3.3% |
| Q2 2020 | $42,090,000 | +28.7% | 208,275 | 0.0% | 4.23% | +40.1% |
| Q1 2020 | $32,694,000 | -13.8% | 208,275 | 0.0% | 3.02% | -30.5% |
| Q4 2019 | $37,941,000 | -25.8% | 208,275 | -40.6% | 4.34% | -24.4% |
| Q3 2019 | $51,112,000 | +1.8% | 350,581 | +14.1% | 5.74% | -0.8% |
| Q2 2019 | $50,223,000 | +4.5% | 307,383 | -0.0% | 5.78% | +8.2% |
| Q1 2019 | $48,081,000 | +16.4% | 307,473 | +0.0% | 5.35% | +5.8% |
| Q4 2018 | $41,291,000 | -16.6% | 307,383 | 0.0% | 5.06% | -17.8% |
| Q3 2018 | $49,501,000 | +7.5% | 307,383 | 0.0% | 6.15% | +18.9% |
| Q2 2018 | $46,048,000 | +14.3% | 307,383 | +8.3% | 5.17% | -26.9% |
| Q1 2018 | $40,278,000 | +0.9% | 283,886 | 0.0% | 7.07% | +64.6% |
| Q4 2017 | $39,929,000 | +6.0% | 283,886 | 0.0% | 4.30% | -5.3% |
| Q3 2017 | $37,686,000 | +105.9% | 283,886 | +97.0% | 4.54% | +56.9% |
| Q2 2017 | $18,306,000 | +266.8% | 144,095 | +251.2% | 2.89% | +245.9% |
| Q1 2017 | $4,991,000 | – | 41,027 | – | 0.84% | – |
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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% |