VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,923,326 | +143.9% | 58,475 | +153.5% | 1.26% | +164.6% |
| Q2 2023 | $6,528,170 | +32.3% | 23,071 | +16.6% | 0.48% | +20.6% |
| Q1 2023 | $4,933,674 | +23.8% | 19,779 | +5.7% | 0.39% | +12.9% |
| Q4 2022 | $3,986,009 | -25.1% | 18,704 | -24.8% | 0.35% | +13.7% |
| Q3 2022 | $5,324,000 | -14.7% | 24,885 | -11.2% | 0.31% | -15.2% |
| Q2 2022 | $6,243,000 | +25.6% | 28,008 | +62.1% | 0.36% | +49.6% |
| Q1 2022 | $4,969,000 | +868.6% | 17,278 | +980.6% | 0.24% | +365.4% |
| Q4 2021 | $513,000 | +20.7% | 1,599 | +9.2% | 0.05% | +136.4% |
| Q3 2021 | $425,000 | +64.1% | 1,464 | +61.9% | 0.02% | +83.3% |
| Q2 2021 | $259,000 | +30.8% | 904 | +17.1% | 0.01% | +20.0% |
| Q1 2021 | $198,000 | -0.5% | 772 | -1.5% | 0.01% | -77.3% |
| Q4 2020 | $199,000 | +165.3% | 784 | +138.3% | 0.04% | +780.0% |
| Q3 2020 | $75,000 | +15.4% | 329 | -21.3% | 0.01% | 0.0% |
| Q1 2020 | $65,000 | -76.1% | 418 | -72.0% | 0.01% | -70.6% |
| Q4 2019 | $272,000 | +90.2% | 1,495 | +73.4% | 0.02% | +70.0% |
| Q3 2019 | $143,000 | +116.7% | 862 | +113.9% | 0.01% | +100.0% |
| Q2 2019 | $66,000 | -82.8% | 403 | -85.9% | 0.01% | -85.3% |
| Q4 2018 | $384,000 | – | 2,856 | – | 0.03% | – |
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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% |