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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,146 | +3.2% | 4,050 | -9.0% | 0.09% | -4.4% |
| Q1 2023 | $1,110 | -11.9% | 4,450 | -24.7% | 0.09% | -16.7% |
| Q4 2022 | $1,260 | -99.9% | 5,911 | 0.0% | 0.11% | -9.2% |
| Q3 2022 | $1,265,000 | +9.0% | 5,911 | +13.4% | 0.12% | +19.0% |
| Q2 2022 | $1,161,000 | -24.5% | 5,211 | -2.5% | 0.10% | -14.5% |
| Q1 2022 | $1,537,000 | -9.9% | 5,345 | +0.6% | 0.12% | -2.5% |
| Q4 2021 | $1,706,000 | +8.4% | 5,315 | -2.0% | 0.12% | -4.8% |
| Q3 2021 | $1,574,000 | -24.5% | 5,424 | -25.4% | 0.13% | -25.4% |
| Q2 2021 | $2,085,000 | +19.8% | 7,269 | +7.3% | 0.17% | +9.0% |
| Q1 2021 | $1,741,000 | +452.7% | 6,774 | +388.7% | 0.16% | +355.9% |
| Q3 2020 | $315,000 | +12.5% | 1,386 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $280,000 | +400.0% | 1,386 | +351.5% | 0.03% | +466.7% |
| Q4 2019 | $56,000 | +33.3% | 307 | +21.3% | 0.01% | +20.0% |
| Q3 2019 | $42,000 | -52.3% | 253 | -52.8% | 0.01% | -58.3% |
| Q2 2019 | $88,000 | +100.0% | 536 | +89.4% | 0.01% | +100.0% |
| Q1 2019 | $44,000 | -54.2% | 283 | -60.6% | 0.01% | -60.0% |
| Q4 2018 | $96,000 | -17.2% | 718 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $116,000 | +7.4% | 718 | 0.0% | 0.02% | -6.2% |
| Q2 2018 | $108,000 | +5.9% | 718 | 0.0% | 0.02% | +6.7% |
| Q1 2018 | $102,000 | +1.0% | 718 | 0.0% | 0.02% | +15.4% |
| Q4 2017 | $101,000 | +38.4% | 718 | +2.6% | 0.01% | -7.1% |
| Q4 2014 | $73,000 | +4.3% | 700 | 0.0% | 0.01% | -6.7% |
| Q3 2014 | $70,000 | – | 700 | – | 0.02% | – |
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% |