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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,497,508 | +25.7% | 4,817 | +10.1% | 0.07% | +13.6% |
| Q3 2023 | $1,191,628 | +208.5% | 4,376 | +220.6% | 0.06% | +210.5% |
| Q2 2023 | $386,240 | +13.4% | 1,365 | 0.0% | 0.02% | +5.6% |
| Q1 2023 | $340,485 | +116905.2% | 1,365 | 0.0% | 0.02% | +12.5% |
| Q4 2022 | $291 | -99.9% | 1,365 | 0.0% | 0.02% | -5.9% |
| Q3 2022 | $292,000 | -3.9% | 1,365 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $304,000 | -22.6% | 1,365 | 0.0% | 0.02% | -5.6% |
| Q1 2022 | $393,000 | -10.3% | 1,365 | 0.0% | 0.02% | -5.3% |
| Q4 2021 | $438,000 | +10.6% | 1,365 | 0.0% | 0.02% | +5.6% |
| Q3 2021 | $396,000 | +1.3% | 1,365 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $391,000 | +21.8% | 1,365 | +9.2% | 0.02% | +12.5% |
| Q1 2021 | $321,000 | +1.3% | 1,250 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $317,000 | +11.2% | 1,250 | 0.0% | 0.02% | -5.6% |
| Q3 2020 | $285,000 | +12.6% | 1,250 | 0.0% | 0.02% | +5.9% |
| Q2 2020 | $253,000 | +8.1% | 1,250 | -2.5% | 0.02% | +13.3% |
| Q4 2019 | $234,000 | +9.9% | 1,282 | 0.0% | 0.02% | +7.1% |
| Q3 2019 | $213,000 | +4.4% | 1,282 | +2.6% | 0.01% | 0.0% |
| Q2 2019 | $204,000 | +1.5% | 1,250 | 0.0% | 0.01% | +7.7% |
| Q3 2018 | $201,000 | -13.4% | 1,250 | -24.3% | 0.01% | -18.8% |
| Q4 2017 | $232,000 | +5.9% | 1,652 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $219,000 | +4.3% | 1,652 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $210,000 | +4.5% | 1,652 | 0.0% | 0.02% | -5.9% |
| Q1 2017 | $201,000 | – | 1,652 | – | 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% |