VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,202 | -16.9% | 4,414 | -13.7% | 0.06% | -15.9% |
| Q2 2023 | $1,447 | +29.5% | 5,114 | +14.2% | 0.07% | +21.1% |
| Q1 2023 | $1,117 | +17.1% | 4,477 | 0.0% | 0.06% | +9.6% |
| Q4 2022 | $954 | -99.9% | 4,477 | 0.0% | 0.05% | -1.9% |
| Q3 2022 | $958,000 | -10.0% | 4,477 | -6.2% | 0.05% | -5.4% |
| Q2 2022 | $1,064,000 | -33.2% | 4,772 | -13.9% | 0.06% | -21.1% |
| Q1 2022 | $1,594,000 | -12.4% | 5,542 | -2.2% | 0.07% | -13.4% |
| Q4 2021 | $1,819,000 | +10.3% | 5,668 | -0.3% | 0.08% | +7.9% |
| Q3 2021 | $1,649,000 | +1.2% | 5,683 | 0.0% | 0.08% | +5.6% |
| Q2 2021 | $1,630,000 | +23.3% | 5,683 | +10.5% | 0.07% | +16.1% |
| Q1 2021 | $1,322,000 | +1.5% | 5,143 | 0.0% | 0.06% | -3.1% |
| Q4 2020 | $1,303,000 | +28.8% | 5,143 | +15.7% | 0.06% | -7.2% |
| Q3 2020 | $1,012,000 | +12.7% | 4,445 | 0.0% | 0.07% | +32.7% |
| Q2 2020 | $898,000 | +29.0% | 4,445 | 0.0% | 0.05% | +10.6% |
| Q1 2020 | $696,000 | -74.2% | 4,445 | -70.0% | 0.05% | -67.8% |
| Q4 2019 | $2,695,000 | -3.3% | 14,794 | -11.8% | 0.15% | +7.4% |
| Q3 2019 | $2,788,000 | +1.8% | 16,764 | 0.0% | 0.14% | +3.0% |
| Q2 2019 | $2,739,000 | – | 16,764 | – | 0.13% | – |
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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% |