VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,363,845 | -1.8% | 12,353 | +2.1% | 0.03% | -8.8% |
| Q2 2023 | $3,424,382 | +9.3% | 12,102 | -3.7% | 0.03% | +21.4% |
| Q1 2023 | $3,133,715 | +26.4% | 12,563 | +8.0% | 0.03% | -80.3% |
| Q4 2022 | $2,478,896 | +19.2% | 11,632 | +19.6% | 0.14% | +215.6% |
| Q3 2022 | $2,080,000 | +0.7% | 9,724 | +4.9% | 0.04% | +9.8% |
| Q2 2022 | $2,066,000 | -28.1% | 9,267 | -7.3% | 0.04% | -12.8% |
| Q1 2022 | $2,875,000 | -2.9% | 9,995 | +8.3% | 0.05% | +4.4% |
| Q4 2021 | $2,961,000 | +16.8% | 9,226 | +5.6% | 0.04% | +12.5% |
| Q3 2021 | $2,536,000 | -2.1% | 8,738 | -3.2% | 0.04% | +2.6% |
| Q2 2021 | $2,590,000 | +8.5% | 9,031 | -2.7% | 0.04% | 0.0% |
| Q1 2021 | $2,386,000 | +3.6% | 9,284 | +2.1% | 0.04% | -7.1% |
| Q4 2020 | $2,304,000 | +0.3% | 9,094 | -9.9% | 0.04% | -14.3% |
| Q3 2020 | $2,297,000 | +12.6% | 10,094 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $2,040,000 | +39.3% | 10,094 | +8.0% | 0.05% | +14.0% |
| Q1 2020 | $1,464,000 | -9.1% | 9,344 | +5.7% | 0.04% | +22.9% |
| Q4 2019 | $1,611,000 | +6.5% | 8,841 | -2.9% | 0.04% | +6.1% |
| Q3 2019 | $1,513,000 | +1.7% | 9,102 | 0.0% | 0.03% | +3.1% |
| Q2 2019 | $1,487,000 | +4.4% | 9,102 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $1,424,000 | +20.1% | 9,102 | +3.1% | 0.03% | +14.3% |
| Q4 2018 | $1,186,000 | -16.6% | 8,831 | 0.0% | 0.03% | -9.7% |
| Q3 2018 | $1,422,000 | +17.5% | 8,831 | +9.3% | 0.03% | +10.7% |
| Q2 2018 | $1,210,000 | +5.6% | 8,079 | 0.0% | 0.03% | +3.7% |
| Q1 2018 | $1,146,000 | -13.8% | 8,079 | -14.5% | 0.03% | -6.9% |
| Q4 2017 | $1,329,000 | +5.4% | 9,445 | -0.6% | 0.03% | -3.3% |
| Q3 2017 | $1,261,000 | – | 9,500 | – | 0.03% | – |
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% |