VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,807 | -1.0% | 899 | +2.9% | 0.10% | -3.8% |
| Q2 2023 | $247,307 | +9.8% | 874 | -3.2% | 0.11% | -2.8% |
| Q1 2023 | $225,244 | -97.0% | 903 | -96.5% | 0.11% | -96.5% |
| Q1 2022 | $7,398,000 | -14.3% | 25,723 | -4.4% | 3.16% | +6.9% |
| Q4 2021 | $8,635,000 | +7.0% | 26,908 | +2.1% | 2.95% | -18.0% |
| Q3 2021 | $8,073,000 | +21.2% | 26,347 | +15.9% | 3.60% | +10.0% |
| Q2 2021 | $6,663,000 | +12.6% | 22,736 | -1.3% | 3.27% | -5.8% |
| Q1 2021 | $5,919,000 | +10.6% | 23,026 | +9.3% | 3.48% | -0.7% |
| Q4 2020 | $5,353,000 | +14.6% | 21,074 | +4.1% | 3.50% | -4.2% |
| Q3 2020 | $4,670,000 | +801.5% | 20,250 | +488.5% | 3.65% | +447.0% |
| Q1 2020 | $518,000 | – | 3,441 | – | 0.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 33,347 | $71,065,183 | 27.65% |
| Dougherty Wealth Advisers LLC | 77,298 | $16,472,977 | 27.06% |
| Jentner Corp | 166,041 | $35,385,009 | 26.16% |
| Fee-Only Financial Planning, L.C. | 126,443 | $26,946,161 | 22.58% |
| Mill Creek Capital Advisors, LLC | 2,544,179 | $542,190,154 | 22.52% |
| Axiom Advisory, LLC | 98,249 | $20,939,979 | 22.16% |
| Bromfield Sneider Wealth Advisors | 99,797 | $21,267,693 | 19.71% |
| Safeguard Financial, LLC | 116,113 | $24,745 | 17.72% |
| Retirement Investment Advisors, Inc. | 127,641 | $27,201,574 | 17.61% |
| TL Private Wealth | 138,969 | $30,019,995 | 17.50% |