VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $540,535 | +20.9% | 1,985 | +25.6% | 0.00% | +50.0% |
Q2 2023 | $447,077 | -37.7% | 1,580 | -45.0% | 0.00% | -50.0% |
Q1 2023 | $717,140 | -86.2% | 2,875 | -88.2% | 0.00% | -86.2% |
Q4 2022 | $5,203,507 | +31.7% | 24,417 | +32.2% | 0.03% | +26.1% |
Q3 2022 | $3,952,000 | +68.2% | 18,473 | +87.8% | 0.02% | +283.3% |
Q2 2022 | $2,350,000 | +233.8% | 9,835 | +301.9% | 0.01% | +100.0% |
Q1 2022 | $704,000 | +28.9% | 2,447 | +43.7% | 0.00% | +50.0% |
Q4 2021 | $546,000 | -34.3% | 1,703 | -67.9% | 0.00% | -60.0% |
Q1 2020 | $831,000 | -85.1% | 5,301 | -87.2% | 0.01% | -85.7% |
Q4 2018 | $5,581,000 | +5371.6% | 41,547 | +5552.7% | 0.04% | – |
Q4 2017 | $102,000 | +10100.0% | 735 | +7250.0% | 0.00% | – |
Q3 2017 | $1,000 | -99.8% | 10 | -99.8% | 0.00% | -100.0% |
Q4 2016 | $450,000 | – | 4,034 | – | 0.00% | – |
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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% |