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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $95 | -4.0% | 350 | 0.0% | 0.02% | -4.3% |
Q2 2023 | $99 | +13.8% | 350 | 0.0% | 0.02% | +9.5% |
Q1 2023 | $87 | +8.8% | 350 | -6.2% | 0.02% | 0.0% |
Q4 2022 | $80 | -99.9% | 373 | 0.0% | 0.02% | -12.5% |
Q3 2022 | $80,000 | -8.0% | 373 | -4.4% | 0.02% | -7.7% |
Q2 2022 | $87,000 | -13.9% | 390 | +11.4% | 0.03% | -10.3% |
Q1 2022 | $101,000 | -9.8% | 350 | 0.0% | 0.03% | -19.4% |
Q4 2021 | $112,000 | +9.8% | 350 | 0.0% | 0.04% | -41.9% |
Q3 2021 | $102,000 | +2.0% | 350 | 0.0% | 0.06% | -10.1% |
Q2 2021 | $100,000 | +11.1% | 350 | 0.0% | 0.07% | +1.5% |
Q1 2021 | $90,000 | +1.1% | 350 | 0.0% | 0.07% | -1.4% |
Q4 2020 | $89,000 | +11.2% | 350 | 0.0% | 0.07% | +4.5% |
Q3 2020 | $80,000 | +12.7% | 350 | 0.0% | 0.07% | +11.9% |
Q2 2020 | $71,000 | +29.1% | 350 | 0.0% | 0.06% | +3.5% |
Q1 2020 | $55,000 | -14.1% | 350 | 0.0% | 0.06% | -56.5% |
Q4 2019 | $64,000 | +10.3% | 350 | 0.0% | 0.13% | +4.0% |
Q3 2019 | $58,000 | +1.8% | 350 | 0.0% | 0.13% | -8.7% |
Q2 2019 | $57,000 | +3.6% | 350 | 0.0% | 0.14% | -47.5% |
Q1 2019 | $55,000 | – | 350 | – | 0.26% | – |
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% |