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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $565,231 | +17.0% | 2,266 | 0.0% | 0.38% | +11.2% |
| Q4 2022 | $482,907 | -7.0% | 2,266 | -6.6% | 0.34% | -6.6% |
| Q3 2022 | $519,000 | -7.3% | 2,426 | -3.4% | 0.36% | -1.4% |
| Q2 2022 | $560,000 | -24.8% | 2,512 | -3.1% | 0.37% | -9.6% |
| Q1 2022 | $745,000 | -13.1% | 2,592 | -3.0% | 0.41% | -10.7% |
| Q4 2021 | $857,000 | +10.7% | 2,672 | +0.2% | 0.46% | +2.7% |
| Q3 2021 | $774,000 | +27.5% | 2,666 | 0.0% | 0.44% | -12.2% |
| Q3 2020 | $607,000 | +12.6% | 2,666 | 0.0% | 0.51% | +4.3% |
| Q2 2020 | $539,000 | +28.9% | 2,666 | 0.0% | 0.49% | +1.2% |
| Q1 2020 | $418,000 | -13.3% | 2,666 | +0.8% | 0.48% | +12.9% |
| Q4 2019 | $482,000 | +9.5% | 2,646 | 0.0% | 0.42% | +2.4% |
| Q3 2019 | $440,000 | +1.9% | 2,646 | 0.0% | 0.42% | +0.5% |
| Q2 2019 | $432,000 | +4.1% | 2,646 | 0.0% | 0.41% | -3.3% |
| Q2 2018 | $415,000 | +10.7% | 2,646 | 0.0% | 0.43% | -13.7% |
| Q1 2018 | $375,000 | – | 2,646 | – | 0.50% | – |
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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% |