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 | $340,388 | -3.8% | 1,250 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $353,700 | +13.4% | 1,250 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $311,800 | -95.9% | 1,250 | -96.5% | 0.01% | -95.9% |
Q4 2022 | $7,670,894 | +190.9% | 35,995 | +192.0% | 0.12% | +167.4% |
Q3 2022 | $2,637,000 | -86.5% | 12,326 | -86.0% | 0.05% | -85.5% |
Q2 2022 | $19,591,000 | +5341.9% | 87,894 | +6931.5% | 0.32% | +6240.0% |
Q1 2022 | $360,000 | -10.2% | 1,250 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $401,000 | +10.5% | 1,250 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $363,000 | +1.1% | 1,250 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $359,000 | +11.8% | 1,250 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $321,000 | +1.3% | 1,250 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $317,000 | +11.2% | 1,250 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $285,000 | +12.6% | 1,250 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $253,000 | +11.0% | 1,250 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $228,000 | +9.6% | 1,250 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $208,000 | +2.0% | 1,250 | 0.0% | 0.01% | -16.7% |
Q2 2019 | $204,000 | +1.5% | 1,250 | 0.0% | 0.01% | -14.3% |
Q3 2018 | $201,000 | – | 1,250 | – | 0.01% | – |
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% |