VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,559,677 | +93.5% | 75,501 | +101.1% | 2.75% | +101.3% |
| Q2 2023 | $10,622,884 | +17.5% | 37,542 | +3.6% | 1.36% | +5.2% |
| Q1 2023 | $9,040,703 | +12.1% | 36,244 | -0.7% | 1.30% | +10.6% |
| Q4 2022 | $8,065,451 | +52.5% | 36,487 | +47.6% | 1.17% | +38.6% |
| Q3 2022 | $5,289,000 | -12.2% | 24,722 | -3.6% | 0.85% | -6.4% |
| Q2 2022 | $6,024,000 | +3.5% | 25,655 | +26.7% | 0.90% | +20.8% |
| Q1 2022 | $5,822,000 | -11.3% | 20,243 | -13.2% | 0.75% | -12.9% |
| Q4 2021 | $6,564,000 | +117.4% | 23,311 | +124.0% | 0.86% | +123.4% |
| Q3 2021 | $3,020,000 | +1.1% | 10,409 | -0.0% | 0.38% | +1.3% |
| Q2 2021 | $2,986,000 | -57.4% | 10,410 | -61.8% | 0.38% | -61.7% |
| Q1 2021 | $7,008,000 | -63.8% | 27,266 | -64.3% | 0.99% | -67.7% |
| Q4 2020 | $19,358,000 | – | 76,412 | – | 3.07% | – |
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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% |