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 | $6,440,132 | -2.5% | 23,650 | +1.3% | 0.79% | +2.6% |
| Q2 2023 | $6,606,833 | +14.2% | 23,349 | +0.6% | 0.77% | +8.3% |
| Q1 2023 | $5,787,008 | +120387.4% | 23,200 | +2.9% | 0.71% | +14.8% |
| Q4 2022 | $4,803 | -99.9% | 22,537 | +1.6% | 0.62% | -6.1% |
| Q3 2022 | $4,745,000 | -2.4% | 22,176 | +1.6% | 0.66% | +3.3% |
| Q2 2022 | $4,863,000 | -20.0% | 21,819 | +3.3% | 0.64% | -7.8% |
| Q1 2022 | $6,077,000 | -7.4% | 21,131 | +3.4% | 0.69% | +1.6% |
| Q4 2021 | $6,561,000 | +13.2% | 20,446 | +2.4% | 0.68% | +1.8% |
| Q3 2021 | $5,795,000 | +3.3% | 19,969 | +2.1% | 0.67% | +1.2% |
| Q2 2021 | $5,611,000 | +16.9% | 19,563 | +4.8% | 0.66% | +8.0% |
| Q1 2021 | $4,799,000 | +3.3% | 18,670 | +1.8% | 0.61% | 0.0% |
| Q4 2020 | $4,645,000 | – | 18,334 | – | 0.61% | – |
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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% |