VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,484,362 | +1.5% | 16,468 | +5.5% | 0.52% | +0.6% |
Q2 2023 | $4,417,100 | +12.1% | 15,610 | -1.2% | 0.52% | +0.8% |
Q1 2023 | $3,941,196 | -1.4% | 15,800 | -15.7% | 0.52% | -12.5% |
Q4 2022 | $3,996,394 | +8.2% | 18,753 | +8.7% | 0.59% | -2.2% |
Q3 2022 | $3,693,000 | +1.7% | 17,260 | +5.9% | 0.60% | +1.2% |
Q2 2022 | $3,632,000 | -19.8% | 16,293 | +3.5% | 0.60% | -13.5% |
Q1 2022 | $4,528,000 | -21.2% | 15,744 | -12.1% | 0.69% | -20.4% |
Q4 2021 | $5,748,000 | +11.7% | 17,912 | +1.0% | 0.87% | +1.8% |
Q3 2021 | $5,144,000 | -0.4% | 17,727 | -1.6% | 0.85% | -5.0% |
Q2 2021 | $5,167,000 | +9.6% | 18,016 | -1.8% | 0.90% | -2.8% |
Q1 2021 | $4,716,000 | -1.0% | 18,347 | -2.5% | 0.92% | -9.4% |
Q4 2020 | $4,766,000 | +7.1% | 18,815 | -3.8% | 1.02% | -7.4% |
Q3 2020 | $4,452,000 | +13.5% | 19,559 | +0.7% | 1.10% | -7.6% |
Q2 2020 | $3,924,000 | +5063.2% | 19,416 | +3928.2% | 1.19% | +2948.7% |
Q1 2020 | $76,000 | -68.1% | 482 | -62.5% | 0.04% | -63.2% |
Q4 2019 | $238,000 | -4.8% | 1,286 | -16.8% | 0.11% | -21.5% |
Q3 2019 | $250,000 | +0.4% | 1,546 | +3.1% | 0.14% | 0.0% |
Q2 2019 | $249,000 | -3.5% | 1,499 | -9.3% | 0.14% | -12.9% |
Q1 2019 | $258,000 | -3.4% | 1,652 | -17.0% | 0.16% | -20.1% |
Q4 2018 | $267,000 | -87.5% | 1,991 | -85.0% | 0.19% | -84.2% |
Q3 2018 | $2,134,000 | -7.7% | 13,250 | -14.2% | 1.23% | -9.6% |
Q2 2018 | $2,313,000 | +6.1% | 15,443 | +0.6% | 1.36% | -2.7% |
Q1 2018 | $2,179,000 | -3.1% | 15,356 | -4.0% | 1.40% | -8.6% |
Q4 2017 | $2,249,000 | -9.7% | 15,993 | -14.7% | 1.53% | +6.9% |
Q3 2017 | $2,490,000 | +5.5% | 18,755 | +0.9% | 1.43% | -5.4% |
Q2 2017 | $2,360,000 | +4.8% | 18,581 | +0.4% | 1.51% | -6.7% |
Q1 2017 | $2,252,000 | +10.9% | 18,507 | +1.6% | 1.62% | -2.3% |
Q4 2016 | $2,030,000 | – | 18,211 | – | 1.66% | – |
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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% |