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 | $576,752 | -3.8% | 2,118 | 0.0% | 0.06% | -1.7% |
| Q2 2023 | $599,309 | +20.9% | 2,118 | +6.5% | 0.06% | +15.4% |
| Q1 2023 | $495,887 | +17.0% | 1,988 | 0.0% | 0.05% | +15.6% |
| Q4 2022 | $423,662 | -1.2% | 1,988 | -0.8% | 0.04% | -8.2% |
| Q3 2022 | $429,000 | -6.5% | 2,004 | -2.9% | 0.05% | +4.3% |
| Q2 2022 | $459,000 | -22.6% | 2,063 | 0.0% | 0.05% | -9.6% |
| Q1 2022 | $593,000 | -11.8% | 2,063 | -1.5% | 0.05% | -8.8% |
| Q4 2021 | $672,000 | +18.7% | 2,095 | +7.5% | 0.06% | +7.5% |
| Q3 2021 | $566,000 | +1.3% | 1,948 | 0.0% | 0.05% | -1.9% |
| Q2 2021 | $559,000 | +10.7% | 1,948 | -0.9% | 0.05% | +3.8% |
| Q1 2021 | $505,000 | -0.6% | 1,965 | -1.9% | 0.05% | -1.9% |
| Q4 2020 | $508,000 | +5.6% | 2,004 | -5.2% | 0.05% | -5.4% |
| Q3 2020 | $481,000 | +65.3% | 2,113 | +46.7% | 0.06% | +55.6% |
| Q2 2020 | $291,000 | +39.9% | 1,440 | +8.2% | 0.04% | +20.0% |
| Q1 2020 | $208,000 | – | 1,331 | – | 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% |