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 | $3,173,773 | -13.4% | 11,655 | -10.0% | 0.28% | -8.6% |
| Q2 2023 | $3,666,030 | -3.4% | 12,956 | -14.9% | 0.30% | -12.2% |
| Q1 2023 | $3,795,978 | +23.5% | 15,218 | +5.5% | 0.34% | +15.4% |
| Q4 2022 | $3,072,620 | -2.1% | 14,418 | -1.7% | 0.30% | -8.6% |
| Q3 2022 | $3,137,000 | +16.6% | 14,663 | +21.5% | 0.33% | +19.8% |
| Q2 2022 | $2,691,000 | -20.3% | 12,073 | +2.9% | 0.27% | -7.5% |
| Q1 2022 | $3,376,000 | -5.3% | 11,738 | +5.7% | 0.30% | -1.3% |
| Q4 2021 | $3,564,000 | +3.7% | 11,106 | -6.2% | 0.30% | -6.0% |
| Q3 2021 | $3,437,000 | -2.6% | 11,844 | -3.7% | 0.32% | -5.4% |
| Q2 2021 | $3,528,000 | +11.1% | 12,303 | -0.4% | 0.34% | +6.0% |
| Q1 2021 | $3,176,000 | -12.2% | 12,357 | -13.4% | 0.32% | -24.5% |
| Q4 2020 | $3,618,000 | +10.0% | 14,277 | -1.2% | 0.42% | -4.3% |
| Q3 2020 | $3,290,000 | -6.6% | 14,457 | -17.0% | 0.44% | -11.0% |
| Q2 2020 | $3,521,000 | +46.6% | 17,428 | +13.7% | 0.49% | +21.7% |
| Q1 2020 | $2,401,000 | +4.3% | 15,323 | +21.2% | 0.40% | +31.5% |
| Q4 2019 | $2,303,000 | +17.7% | 12,647 | +7.4% | 0.31% | +6.9% |
| Q3 2019 | $1,957,000 | – | 11,772 | – | 0.29% | – |
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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% |