VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $803,316 | +93417.6% | 2,950 | -2.9% | 0.04% | -2.8% |
| Q2 2023 | $859 | +12.4% | 3,038 | -0.8% | 0.04% | +9.1% |
| Q1 2023 | $764 | +11.9% | 3,063 | -4.4% | 0.03% | +10.0% |
| Q4 2022 | $683 | -99.9% | 3,205 | -45.2% | 0.03% | -64.7% |
| Q3 2022 | $1,251,000 | -4.8% | 5,848 | -0.8% | 0.08% | +46.6% |
| Q2 2022 | $1,314,000 | -22.5% | 5,897 | 0.0% | 0.06% | -9.4% |
| Q1 2022 | $1,696,000 | +25.4% | 5,897 | +40.0% | 0.06% | +30.6% |
| Q4 2021 | $1,352,000 | +18.1% | 4,211 | +6.7% | 0.05% | +11.4% |
| Q3 2021 | $1,145,000 | +2.0% | 3,948 | +0.8% | 0.04% | +4.8% |
| Q2 2021 | $1,123,000 | +69.1% | 3,918 | +51.7% | 0.04% | +61.5% |
| Q1 2021 | $664,000 | +58.9% | 2,583 | +40.5% | 0.03% | +36.8% |
| Q3 2020 | $418,000 | +12.4% | 1,838 | -0.3% | 0.02% | +5.6% |
| Q2 2020 | $372,000 | +24.0% | 1,843 | -3.7% | 0.02% | +5.9% |
| Q1 2020 | $300,000 | -41.7% | 1,913 | -32.4% | 0.02% | -29.2% |
| Q4 2019 | $515,000 | +14.4% | 2,828 | +4.4% | 0.02% | +9.1% |
| Q3 2019 | $450,000 | -1.5% | 2,708 | -3.3% | 0.02% | 0.0% |
| Q2 2019 | $457,000 | +4.3% | 2,801 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $438,000 | – | 2,801 | – | 0.02% | – |
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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% |