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 | $556,602 | -3.8% | 2,044 | 0.0% | 0.04% | +2.9% |
Q2 2023 | $578,370 | +13.4% | 2,044 | 0.0% | 0.03% | +9.7% |
Q1 2023 | $509,855 | +17.0% | 2,044 | 0.0% | 0.03% | +10.7% |
Q4 2022 | $435,597 | -0.3% | 2,044 | 0.0% | 0.03% | -9.7% |
Q3 2022 | $437,000 | -4.2% | 2,044 | 0.0% | 0.03% | +3.3% |
Q2 2022 | $456,000 | -30.5% | 2,044 | 0.0% | 0.03% | -25.0% |
Q4 2021 | $656,000 | +10.4% | 2,044 | -0.2% | 0.04% | 0.0% |
Q3 2021 | $594,000 | -0.2% | 2,048 | -1.3% | 0.04% | 0.0% |
Q2 2021 | $595,000 | -5.9% | 2,076 | -15.6% | 0.04% | -14.9% |
Q1 2021 | $632,000 | +1.4% | 2,460 | 0.0% | 0.05% | -2.1% |
Q4 2020 | $623,000 | +61.8% | 2,460 | 0.0% | 0.05% | +20.0% |
Q1 2020 | $385,000 | – | 2,460 | – | 0.04% | – |
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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% |