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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $454,000 | -4.0% | 2,122 | 0.0% | 0.04% | +2.7% |
| Q2 2022 | $473,000 | -20.5% | 2,122 | +2.6% | 0.04% | 0.0% |
| Q1 2022 | $595,000 | -9.2% | 2,068 | +1.3% | 0.04% | +5.7% |
| Q4 2021 | $655,000 | -2.1% | 2,042 | -11.4% | 0.04% | -12.5% |
| Q3 2021 | $669,000 | +16.6% | 2,306 | +15.3% | 0.04% | +14.3% |
| Q2 2021 | $574,000 | +5.7% | 2,000 | -5.4% | 0.04% | -2.8% |
| Q1 2021 | $543,000 | -2.5% | 2,114 | -3.9% | 0.04% | -7.7% |
| Q4 2020 | $557,000 | +11.2% | 2,200 | 0.0% | 0.04% | -4.9% |
| Q3 2020 | $501,000 | +0.6% | 2,200 | -10.8% | 0.04% | -10.9% |
| Q2 2020 | $498,000 | +32.4% | 2,465 | +2.7% | 0.05% | +2.2% |
| Q1 2020 | $376,000 | -14.0% | 2,400 | 0.0% | 0.04% | -2.2% |
| Q4 2019 | $437,000 | +0.9% | 2,400 | -7.9% | 0.05% | -6.1% |
| Q3 2019 | $433,000 | +1.6% | 2,607 | 0.0% | 0.05% | -3.9% |
| Q2 2019 | $426,000 | – | 2,607 | – | 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% |