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 | $107 | -3.6% | 394 | 0.0% | 0.12% | -2.4% |
| Q2 2023 | $111 | +9.9% | 394 | -2.2% | 0.12% | -1.6% |
| Q1 2023 | $101 | +53.0% | 403 | +30.4% | 0.12% | +54.3% |
| Q4 2022 | $66 | -99.9% | 309 | 0.0% | 0.08% | -2.4% |
| Q3 2022 | $66,000 | -4.3% | 309 | 0.0% | 0.08% | -1.2% |
| Q2 2022 | $69,000 | -22.5% | 309 | 0.0% | 0.08% | -11.6% |
| Q1 2022 | $89,000 | -10.1% | 309 | 0.0% | 0.10% | -5.0% |
| Q4 2021 | $99,000 | +10.0% | 309 | 0.0% | 0.10% | +1.0% |
| Q3 2021 | $90,000 | +1.1% | 309 | 0.0% | 0.10% | +8.8% |
| Q2 2021 | $89,000 | +12.7% | 309 | 0.0% | 0.09% | +35.8% |
| Q1 2021 | $79,000 | +1.3% | 309 | 0.0% | 0.07% | +4.7% |
| Q4 2020 | $78,000 | +11.4% | 309 | 0.0% | 0.06% | -4.5% |
| Q3 2020 | $70,000 | +12.9% | 309 | 0.0% | 0.07% | +15.5% |
| Q2 2020 | $62,000 | +29.2% | 309 | 0.0% | 0.06% | +16.0% |
| Q1 2020 | $48,000 | -14.3% | 309 | 0.0% | 0.05% | +11.1% |
| Q4 2019 | $56,000 | +9.8% | 309 | 0.0% | 0.04% | +7.1% |
| Q3 2019 | $51,000 | +2.0% | 309 | 0.0% | 0.04% | +7.7% |
| Q2 2019 | $50,000 | +4.2% | 309 | 0.0% | 0.04% | +2.6% |
| Q1 2019 | $48,000 | +14.3% | 309 | 0.0% | 0.04% | +2.7% |
| Q4 2018 | $42,000 | -16.0% | 309 | 0.0% | 0.04% | -2.6% |
| Q3 2018 | $50,000 | +8.7% | 309 | 0.0% | 0.04% | +11.8% |
| Q2 2018 | $46,000 | -56.6% | 309 | -58.6% | 0.03% | -60.5% |
| Q1 2018 | $106,000 | +146.5% | 746 | +141.4% | 0.09% | +160.6% |
| Q4 2017 | $43,000 | – | 309 | – | 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% |