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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $553,738 | +14.1% | 1,781 | -0.1% | 0.02% | +7.1% |
| Q3 2023 | $485,310 | +0.6% | 1,782 | +4.5% | 0.01% | +7.7% |
| Q2 2023 | $482,502 | -1.2% | 1,705 | -12.9% | 0.01% | -7.1% |
| Q1 2023 | $488,452 | +60.1% | 1,958 | +36.8% | 0.01% | +55.6% |
| Q4 2022 | $305,002 | -10.3% | 1,431 | -10.0% | 0.01% | -18.2% |
| Q3 2022 | $340,000 | -15.6% | 1,590 | -12.0% | 0.01% | -15.4% |
| Q2 2022 | $403,000 | -30.4% | 1,806 | -10.3% | 0.01% | -18.8% |
| Q1 2022 | $579,000 | -98.3% | 2,013 | -98.1% | 0.02% | -98.3% |
| Q4 2021 | $34,479,000 | +12.9% | 107,444 | +2.1% | 0.94% | +4.5% |
| Q3 2021 | $30,533,000 | +1.3% | 105,226 | +0.1% | 0.90% | +0.1% |
| Q2 2021 | $30,142,000 | +14.7% | 105,095 | +2.8% | 0.89% | +6.6% |
| Q1 2021 | $26,278,000 | +1.3% | 102,232 | -0.2% | 0.84% | -6.0% |
| Q4 2020 | $25,953,000 | +10.1% | 102,443 | -1.1% | 0.89% | -0.9% |
| Q3 2020 | $23,580,000 | +12.0% | 103,597 | -0.6% | 0.90% | +6.4% |
| Q2 2020 | $21,055,000 | +22.7% | 104,184 | -4.9% | 0.85% | +9.7% |
| Q1 2020 | $17,160,000 | -9.8% | 109,517 | +4.8% | 0.77% | +3.1% |
| Q4 2019 | $19,033,000 | +11.6% | 104,481 | +1.9% | 0.75% | +1.6% |
| Q3 2019 | $17,052,000 | +2.9% | 102,550 | +1.1% | 0.74% | +2.1% |
| Q2 2019 | $16,575,000 | +7.2% | 101,443 | +2.6% | 0.72% | +5.1% |
| Q1 2019 | $15,460,000 | +28.8% | 98,835 | +10.6% | 0.69% | +15.1% |
| Q4 2018 | $12,001,000 | -16.9% | 89,340 | -0.3% | 0.60% | -10.6% |
| Q3 2018 | $14,436,000 | +6.3% | 89,645 | -1.1% | 0.67% | +14.6% |
| Q2 2018 | $13,580,000 | +6.1% | 90,647 | +0.5% | 0.58% | -4.3% |
| Q1 2018 | $12,796,000 | -2.3% | 90,186 | -3.2% | 0.61% | +8.2% |
| Q4 2017 | $13,099,000 | +8.6% | 93,135 | +2.5% | 0.56% | +3.1% |
| Q3 2017 | $12,065,000 | +6055.6% | 90,884 | +5786.3% | 0.55% | +5966.7% |
| Q2 2017 | $196,000 | +625.9% | 1,544 | +608.3% | 0.01% | +800.0% |
| Q1 2017 | $27,000 | +12.5% | 218 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $24,000 | 0.0% | 218 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $24,000 | +4.3% | 218 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $23,000 | 0.0% | 218 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $23,000 | 0.0% | 218 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $23,000 | +4.5% | 218 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $22,000 | -4.3% | 218 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $23,000 | 0.0% | 218 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $23,000 | -99.9% | 218 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $22,757,000 | +4.7% | 218 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $21,728,000 | +0.8% | 218 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $21,560,000 | – | 218 | – | 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% |