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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $186,045 | -15.8% | 873 | – | 0.07% | -18.8% |
| Q3 2022 | $221,000 | -14.0% | 0 | -100.0% | 0.08% | 0.0% |
| Q2 2022 | $257,000 | -75.2% | 1,154 | -68.0% | 0.08% | -73.0% |
| Q1 2022 | $1,037,000 | -10.4% | 3,606 | -0.1% | 0.32% | -6.0% |
| Q4 2021 | $1,158,000 | +503.1% | 3,609 | +444.3% | 0.34% | +467.8% |
| Q3 2021 | $192,000 | -84.0% | 663 | -84.1% | 0.06% | -83.6% |
| Q2 2021 | $1,197,000 | +914.4% | 4,174 | +456.5% | 0.36% | +620.0% |
| Q1 2020 | $118,000 | -13.9% | 750 | 0.0% | 0.05% | +13.6% |
| Q4 2019 | $137,000 | +9.6% | 750 | 0.0% | 0.04% | +7.3% |
| Q3 2019 | $125,000 | +1.6% | 750 | 0.0% | 0.04% | -4.7% |
| Q2 2019 | $123,000 | -0.8% | 750 | -5.7% | 0.04% | +4.9% |
| Q1 2019 | $124,000 | +15.9% | 795 | 0.0% | 0.04% | +10.8% |
| Q4 2018 | $107,000 | – | 795 | – | 0.04% | – |
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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% |