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 | $1,418,735 | -29.0% | 5,210 | -26.2% | 0.08% | -27.8% |
| Q2 2023 | $1,996,849 | +110101.4% | 7,057 | -2.8% | 0.11% | +6.9% |
| Q1 2023 | $1,812 | +31.0% | 7,264 | +11.9% | 0.10% | +21.7% |
| Q4 2022 | $1,383 | -99.9% | 6,490 | -1.2% | 0.08% | +84.4% |
| Q3 2022 | $1,405,000 | -16.7% | 6,569 | -13.2% | 0.04% | -55.0% |
| Q2 2022 | $1,687,000 | -26.8% | 7,567 | -5.6% | 0.10% | -13.8% |
| Q1 2022 | $2,306,000 | -10.4% | 8,017 | 0.0% | 0.12% | -5.7% |
| Q4 2021 | $2,573,000 | +6.0% | 8,017 | -4.2% | 0.12% | -5.4% |
| Q3 2021 | $2,428,000 | +1.2% | 8,367 | 0.0% | 0.13% | +3.2% |
| Q2 2021 | $2,400,000 | +4.5% | 8,367 | -6.4% | 0.13% | -1.6% |
| Q1 2021 | $2,297,000 | +1.5% | 8,935 | +0.0% | 0.13% | -7.2% |
| Q4 2020 | $2,263,000 | +11.3% | 8,934 | 0.0% | 0.14% | -2.1% |
| Q3 2020 | $2,033,000 | +10.3% | 8,934 | -2.0% | 0.14% | +5.2% |
| Q2 2020 | $1,843,000 | +29.0% | 9,119 | 0.0% | 0.13% | +11.7% |
| Q1 2020 | $1,429,000 | -14.3% | 9,119 | -0.3% | 0.12% | +6.2% |
| Q4 2019 | $1,667,000 | +11.7% | 9,149 | +1.9% | 0.11% | +0.9% |
| Q3 2019 | $1,492,000 | +1.8% | 8,975 | +0.0% | 0.11% | +2.8% |
| Q2 2019 | $1,466,000 | +1.0% | 8,974 | -3.2% | 0.11% | +1.9% |
| Q1 2019 | $1,451,000 | +18.4% | 9,274 | +1.7% | 0.11% | +8.1% |
| Q4 2018 | $1,225,000 | -12.8% | 9,123 | +4.6% | 0.10% | +1.0% |
| Q3 2018 | $1,405,000 | +7.5% | 8,725 | 0.0% | 0.10% | -2.0% |
| Q2 2018 | $1,307,000 | +7.1% | 8,725 | +1.5% | 0.10% | +4.2% |
| Q1 2018 | $1,220,000 | +0.8% | 8,600 | 0.0% | 0.10% | +2.1% |
| Q4 2017 | $1,210,000 | +6.0% | 8,600 | 0.0% | 0.09% | +1.1% |
| Q3 2017 | $1,142,000 | +4.5% | 8,600 | 0.0% | 0.09% | 0.0% |
| Q2 2017 | $1,093,000 | +4.5% | 8,600 | 0.0% | 0.09% | -1.1% |
| Q1 2017 | $1,046,000 | – | 8,600 | – | 0.09% | – |
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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% |