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 | $666,889 | -0.7% | 2,449 | +3.2% | 0.40% | -2.2% |
| Q2 2023 | $671,926 | -0.2% | 2,374 | -12.1% | 0.41% | -5.1% |
| Q1 2023 | $673,557 | +30.2% | 2,700 | +11.3% | 0.43% | +15.2% |
| Q4 2022 | $517,187 | -5.5% | 2,426 | -5.2% | 0.38% | -5.3% |
| Q3 2022 | $547,000 | +8.7% | 2,558 | +13.4% | 0.40% | +18.9% |
| Q2 2022 | $503,000 | -28.1% | 2,256 | -7.3% | 0.33% | -9.3% |
| Q1 2022 | $700,000 | -13.7% | 2,433 | -3.7% | 0.37% | -1.1% |
| Q4 2021 | $811,000 | +12.2% | 2,526 | +1.4% | 0.37% | +4.2% |
| Q3 2021 | $723,000 | +15.5% | 2,492 | +14.1% | 0.36% | +16.0% |
| Q2 2021 | $626,000 | +29.3% | 2,184 | +15.9% | 0.31% | +18.1% |
| Q1 2021 | $484,000 | +96.7% | 1,884 | +94.2% | 0.26% | +73.3% |
| Q4 2020 | $246,000 | +12.8% | 970 | +1.5% | 0.15% | +3.4% |
| Q3 2020 | $218,000 | – | 956 | – | 0.14% | – |
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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% |