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 | $469,637 | -8.2% | 1,725 | -4.5% | 0.28% | +268.8% |
| Q2 2023 | $511,340 | +12.2% | 1,807 | -1.1% | 0.08% | -7.2% |
| Q1 2023 | $455,611 | +14.6% | 1,827 | -2.0% | 0.08% | -57.9% |
| Q4 2022 | $397,415 | -1.1% | 1,865 | -0.8% | 0.20% | -33.4% |
| Q3 2022 | $402,000 | -6.1% | 1,880 | -2.0% | 0.30% | +3.9% |
| Q2 2022 | $428,000 | -23.0% | 1,918 | -0.9% | 0.28% | +193.8% |
| Q1 2022 | $556,000 | -21.4% | 1,935 | -12.2% | 0.10% | -15.7% |
| Q4 2021 | $707,000 | -17.4% | 2,203 | -25.3% | 0.12% | +4.5% |
| Q3 2021 | $856,000 | -39.8% | 2,950 | -40.5% | 0.11% | -48.4% |
| Q2 2021 | $1,422,000 | +2.2% | 4,958 | -8.5% | 0.21% | +86.8% |
| Q1 2021 | $1,392,000 | -15.9% | 5,416 | -17.1% | 0.11% | -54.8% |
| Q4 2020 | $1,655,000 | +10.6% | 6,531 | -0.6% | 0.25% | -44.4% |
| Q3 2020 | $1,496,000 | +14.5% | 6,570 | +1.6% | 0.45% | +34.4% |
| Q2 2020 | $1,307,000 | +36.9% | 6,466 | +6.1% | 0.34% | -61.3% |
| Q1 2020 | $955,000 | -25.4% | 6,092 | -13.3% | 0.87% | +268.6% |
| Q4 2019 | $1,280,000 | +4.7% | 7,024 | -4.4% | 0.24% | -18.1% |
| Q3 2019 | $1,222,000 | +0.5% | 7,350 | -1.3% | 0.29% | +84.6% |
| Q2 2019 | $1,216,000 | +36.9% | 7,445 | +31.1% | 0.16% | +90.2% |
| Q1 2019 | $888,000 | +21.8% | 5,678 | +4.6% | 0.08% | -74.1% |
| Q4 2018 | $729,000 | -28.7% | 5,429 | -14.5% | 0.32% | -19.9% |
| Q3 2018 | $1,023,000 | +3.9% | 6,350 | -3.5% | 0.40% | +70.0% |
| Q2 2018 | $985,000 | +10.2% | 6,577 | +4.4% | 0.23% | -19.4% |
| Q1 2018 | $894,000 | +17.5% | 6,299 | +16.4% | 0.29% | +18.0% |
| Q4 2017 | $761,000 | +20.8% | 5,412 | +14.0% | 0.24% | +48.5% |
| Q3 2017 | $630,000 | +4.5% | 4,746 | -0.1% | 0.16% | -1.2% |
| Q2 2017 | $603,000 | +40.9% | 4,749 | +35.0% | 0.17% | -2.9% |
| Q1 2017 | $428,000 | – | 3,518 | – | 0.17% | – |
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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% |