VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $771,606 | -3.8% | 2,834 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $802,190 | +19.5% | 2,834 | +5.3% | 0.00% | 0.0% |
Q1 2023 | $671,388 | +1.9% | 2,691 | -13.0% | 0.00% | 0.0% |
Q4 2022 | $658,955 | -7.5% | 3,092 | -7.1% | 0.00% | 0.0% |
Q3 2022 | $712,000 | -3.9% | 3,328 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $741,000 | -22.6% | 3,328 | 0.0% | 0.00% | -33.3% |
Q1 2022 | $957,000 | -15.8% | 3,328 | -6.0% | 0.00% | 0.0% |
Q4 2021 | $1,136,000 | +7.7% | 3,540 | -2.6% | 0.00% | 0.0% |
Q3 2021 | $1,055,000 | +1.2% | 3,634 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $1,042,000 | +21.6% | 3,634 | +8.9% | 0.00% | +50.0% |
Q1 2021 | $857,000 | +1.3% | 3,337 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $846,000 | +7.2% | 3,337 | -3.6% | 0.00% | -33.3% |
Q3 2020 | $789,000 | +31.1% | 3,462 | +16.1% | 0.00% | 0.0% |
Q2 2020 | $602,000 | +290.9% | 2,982 | +203.7% | 0.00% | +200.0% |
Q1 2020 | $154,000 | -14.0% | 982 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $179,000 | +7.8% | 982 | -1.2% | 0.00% | 0.0% |
Q3 2019 | $166,000 | +1.8% | 994 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $163,000 | – | 994 | – | 0.00% | – |
Download |
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% |