VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $617,054 | -51.2% | 2,266 | -49.2% | 0.04% | -48.8% |
Q2 2023 | $1,263,416 | +2.2% | 4,465 | -9.9% | 0.08% | -7.0% |
Q1 2023 | $1,235,975 | +7.1% | 4,955 | -8.5% | 0.09% | +8.9% |
Q4 2022 | $1,153,566 | -0.4% | 5,413 | 0.0% | 0.08% | -9.2% |
Q3 2022 | $1,158,000 | +3.9% | 5,413 | +8.3% | 0.09% | +8.8% |
Q2 2022 | $1,114,000 | +72.2% | 4,998 | +122.1% | 0.08% | +77.8% |
Q1 2022 | $647,000 | -14.5% | 2,250 | -4.6% | 0.04% | -6.2% |
Q4 2021 | $757,000 | +15.9% | 2,359 | +4.8% | 0.05% | +2.1% |
Q3 2021 | $653,000 | – | 2,250 | – | 0.05% | – |
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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% |