VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,681,904 | +614575.1% | 13,521 | +463.4% | 0.00% | – |
Q1 2023 | $599 | -99.9% | 2,400 | -54.3% | 0.00% | -100.0% |
Q3 2022 | $1,123,000 | -63.5% | 5,250 | -45.2% | 0.00% | -50.0% |
Q4 2021 | $3,076,000 | +25.6% | 9,585 | +13.6% | 0.00% | +100.0% |
Q3 2021 | $2,449,000 | +81.1% | 8,441 | +79.1% | 0.00% | 0.0% |
Q2 2021 | $1,352,000 | +21.6% | 4,714 | +8.9% | 0.00% | 0.0% |
Q1 2021 | $1,112,000 | +124.6% | 4,327 | +121.4% | 0.00% | – |
Q4 2020 | $495,000 | -83.9% | 1,954 | -85.6% | 0.00% | -100.0% |
Q3 2020 | $3,081,000 | -1.3% | 13,538 | -12.4% | 0.00% | 0.0% |
Q2 2020 | $3,121,000 | +696.2% | 15,446 | +517.8% | 0.00% | +300.0% |
Q1 2020 | $392,000 | -86.7% | 2,500 | -84.6% | 0.00% | -75.0% |
Q4 2019 | $2,957,000 | +150.8% | 16,232 | +125.0% | 0.00% | +100.0% |
Q2 2019 | $1,179,000 | -26.3% | 7,215 | -39.4% | 0.00% | 0.0% |
Q4 2018 | $1,599,000 | -45.9% | 11,902 | -35.2% | 0.00% | -50.0% |
Q3 2018 | $2,958,000 | +297.0% | 18,370 | +269.5% | 0.00% | +300.0% |
Q2 2018 | $745,000 | -69.9% | 4,972 | -71.5% | 0.00% | -66.7% |
Q1 2018 | $2,473,000 | -23.3% | 17,427 | -24.0% | 0.00% | -25.0% |
Q4 2017 | $3,224,000 | +524.8% | 22,920 | +489.2% | 0.00% | +300.0% |
Q3 2017 | $516,000 | -81.1% | 3,890 | -81.9% | 0.00% | -80.0% |
Q2 2017 | $2,736,000 | +414.3% | 21,535 | +392.1% | 0.01% | +400.0% |
Q1 2017 | $532,000 | -75.6% | 4,376 | -77.6% | 0.00% | -80.0% |
Q4 2016 | $2,177,000 | -25.3% | 19,532 | -24.7% | 0.01% | 0.0% |
Q3 2016 | $2,914,000 | +49.1% | 25,954 | +42.3% | 0.01% | +25.0% |
Q2 2016 | $1,955,000 | -28.8% | 18,235 | -29.3% | 0.00% | -42.9% |
Q1 2016 | $2,746,000 | +840.4% | 25,795 | +840.7% | 0.01% | +600.0% |
Q4 2015 | $292,000 | -84.1% | 2,742 | -85.0% | 0.00% | -75.0% |
Q3 2015 | $1,837,000 | -10.3% | 18,312 | -4.3% | 0.00% | 0.0% |
Q2 2015 | $2,049,000 | -8.2% | 19,142 | -10.3% | 0.00% | 0.0% |
Q1 2015 | $2,232,000 | +711.6% | 21,336 | +666.4% | 0.00% | +300.0% |
Q2 2014 | $275,000 | – | 2,784 | – | 0.00% | – |
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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% |