VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $543,292 | -3.6% | 1,995 | +0.1% | 0.15% | +0.7% |
| Q2 2023 | $563,831 | +13.6% | 1,993 | +0.2% | 0.15% | +9.4% |
| Q1 2023 | $496,374 | +14.0% | 1,990 | -2.6% | 0.14% | +9.5% |
| Q4 2022 | $435,358 | -0.1% | 2,043 | +0.2% | 0.13% | -11.9% |
| Q3 2022 | $436,000 | -1.6% | 2,039 | +2.6% | 0.14% | +5.1% |
| Q2 2022 | $443,000 | -13.6% | 1,988 | +11.4% | 0.14% | 0.0% |
| Q1 2022 | $513,000 | -10.3% | 1,784 | +0.1% | 0.14% | -3.5% |
| Q4 2021 | $572,000 | +10.9% | 1,782 | +0.1% | 0.14% | -2.1% |
| Q3 2021 | $516,000 | -9.0% | 1,780 | -10.0% | 0.14% | -8.3% |
| Q2 2021 | $567,000 | +11.6% | 1,978 | +0.2% | 0.16% | +8.3% |
| Q1 2021 | $508,000 | +13.1% | 1,975 | +11.4% | 0.14% | +4.3% |
| Q4 2020 | $449,000 | +11.7% | 1,773 | +0.4% | 0.14% | +0.7% |
| Q3 2020 | $402,000 | +12.9% | 1,766 | +0.2% | 0.14% | +0.7% |
| Q2 2020 | $356,000 | +29.5% | 1,763 | +0.3% | 0.14% | +11.4% |
| Q1 2020 | $275,000 | -14.1% | 1,758 | 0.0% | 0.12% | +8.8% |
| Q4 2019 | $320,000 | +9.6% | 1,758 | +0.3% | 0.11% | +8.7% |
| Q3 2019 | $292,000 | +2.5% | 1,753 | +0.5% | 0.10% | -1.0% |
| Q2 2019 | $285,000 | +4.4% | 1,745 | 0.0% | 0.10% | -0.9% |
| Q1 2019 | $273,000 | +16.7% | 1,745 | 0.0% | 0.11% | +3.9% |
| Q4 2018 | $234,000 | – | 1,745 | – | 0.10% | – |
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% |