CIBC Private Wealth Group, LLC - VANGUARD INDEX FDS ownership

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
CIBC Private Wealth Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,651,467
-55.1%
31,770
-53.4%
0.02%
-4.8%
Q2 2023$19,286,430
+78.5%
68,160
-1.2%
0.02%
+75.0%
Q1 2023$10,805,884
+131.9%
68,956
+74.1%
0.01%
-25.0%
Q4 2022$4,659,175
-32.0%
39,612
+23.7%
0.02%
-11.1%
Q3 2022$6,853,000
-3.7%
32,028
+0.3%
0.02%0.0%
Q2 2022$7,119,000
-19.3%
31,940
+4.1%
0.02%
-5.3%
Q1 2022$8,827,000
-26.6%
30,690
-18.1%
0.02%
-24.0%
Q4 2021$12,023,000
+31.4%
37,466
+18.8%
0.02%
+19.0%
Q3 2021$9,149,000
-1.2%
31,530
-2.3%
0.02%0.0%
Q2 2021$9,259,000
+12.3%
32,284
+0.7%
0.02%0.0%
Q1 2021$8,242,000
+0.9%
32,066
-0.6%
0.02%
-4.5%
Q4 2020$8,171,000
+11.0%
32,254
-0.9%
0.02%
-4.3%
Q3 2020$7,361,000
+72.8%
32,542
+54.4%
0.02%
+9.5%
Q2 2020$4,260,000
-15.2%
21,083
-34.2%
0.02%
-4.5%
Q1 2020$5,022,000
-33.9%
32,051
-23.1%
0.02%
-12.0%
Q4 2019$7,593,000
-8.1%
41,682
-16.1%
0.02%
-13.8%
Q3 2019$8,258,000
+2.7%
49,658
+1.0%
0.03%
+3.6%
Q2 2019$8,037,000
+4.5%
49,185
+0.0%
0.03%
-6.7%
Q1 2019$7,694,000
+17.9%
49,184
+1.2%
0.03%
+3.4%
Q4 2018$6,526,000
-51.9%
48,578
-42.3%
0.03%
-43.1%
Q3 2018$13,568,000
+8.0%
84,257
+0.5%
0.05%0.0%
Q2 2018$12,565,000
+5.9%
83,872
+0.3%
0.05%
-1.9%
Q1 2018$11,866,000
-12.6%
83,639
-13.3%
0.05%
-10.3%
Q4 2017$13,574,000
-19.4%
96,507
-24.0%
0.06%
-24.7%
Q3 2017$16,847,000
+179.0%
126,907
+167.0%
0.08%
+102.6%
Q2 2017$6,038,000
+2.3%
47,527
-2.0%
0.04%
+2.7%
Q1 2017$5,901,000
+7.2%
48,501
-1.8%
0.04%
+2.8%
Q4 2016$5,504,000
+3.6%
49,374
+4.4%
0.04%
-2.7%
Q3 2016$5,312,000
+9.1%
47,307
+4.1%
0.04%
+2.8%
Q2 2016$4,870,000
-1.7%
45,431
-2.4%
0.04%
-5.3%
Q1 2016$4,955,000
+6.4%
46,545
+6.3%
0.04%
+5.6%
Q4 2015$4,657,000
+7.6%
43,775
+1.5%
0.04%0.0%
Q3 2015$4,327,000
-14.9%
43,146
-9.2%
0.04%
-2.7%
Q2 2015$5,087,000
+3.1%
47,521
+0.7%
0.04%
+2.8%
Q1 2015$4,935,000
-1.9%
47,179
-2.1%
0.04%
-7.7%
Q4 2014$5,031,000
+12.5%
48,194
+7.4%
0.04%
+11.4%
Q3 2014$4,472,000
-4.5%
44,865
-5.3%
0.04%
-7.9%
Q2 2014$4,684,000
+4.3%
47,3650.0%0.04%0.0%
Q1 2014$4,492,00047,3650.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
CBIZ Investment Advisory Services, LLC 33,347$71,065,18327.65%
Dougherty Wealth Advisers LLC 77,298$16,472,97727.06%
Jentner Corp 166,041$35,385,00926.16%
Fee-Only Financial Planning, L.C. 126,443$26,946,16122.58%
Mill Creek Capital Advisors, LLC 2,544,179$542,190,15422.52%
Axiom Advisory, LLC 98,249$20,939,97922.16%
Bromfield Sneider Wealth Advisors 99,797$21,267,69319.71%
Safeguard Financial, LLC 116,113$24,74517.72%
Retirement Investment Advisors, Inc. 127,641$27,201,57417.61%
TL Private Wealth 138,969$30,019,99517.50%
View complete list of VANGUARD INDEX FDS shareholders