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 | $256,516 | -3.8% | 942 | 0.0% | 0.02% | -5.0% |
| Q2 2023 | $266,548 | -15.4% | 942 | -36.3% | 0.02% | -16.7% |
| Q4 2022 | $314,977 | -1.9% | 1,478 | -1.5% | 0.02% | -14.3% |
| Q3 2022 | $321,000 | +5.9% | 1,500 | +10.5% | 0.03% | +3.7% |
| Q2 2022 | $303,000 | -17.4% | 1,358 | +6.4% | 0.03% | 0.0% |
| Q1 2022 | $367,000 | -8.9% | 1,276 | +1.5% | 0.03% | -6.9% |
| Q4 2021 | $403,000 | +31.3% | 1,257 | +18.7% | 0.03% | +16.0% |
| Q3 2021 | $307,000 | +1.0% | 1,059 | 0.0% | 0.02% | +4.2% |
| Q2 2021 | $304,000 | +11.8% | 1,059 | 0.0% | 0.02% | +9.1% |
| Q1 2021 | $272,000 | +1.5% | 1,059 | 0.0% | 0.02% | -8.3% |
| Q4 2020 | $268,000 | +11.2% | 1,059 | 0.0% | 0.02% | -14.3% |
| Q3 2020 | $241,000 | +12.6% | 1,059 | 0.0% | 0.03% | +3.7% |
| Q2 2020 | $214,000 | -7.0% | 1,059 | -16.3% | 0.03% | 0.0% |
| Q4 2019 | $230,000 | -20.4% | 1,265 | -27.2% | 0.03% | -30.8% |
| Q3 2019 | $289,000 | +1.8% | 1,737 | 0.0% | 0.04% | +2.6% |
| Q2 2019 | $284,000 | +4.4% | 1,737 | 0.0% | 0.04% | -2.6% |
| Q1 2019 | $272,000 | +14.3% | 1,737 | -2.0% | 0.04% | +8.3% |
| Q4 2018 | $238,000 | -16.8% | 1,773 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $286,000 | +7.5% | 1,773 | 0.0% | 0.04% | +9.1% |
| Q2 2018 | $266,000 | +29.8% | 1,773 | +23.0% | 0.03% | +26.9% |
| Q1 2018 | $205,000 | -16.3% | 1,441 | -22.0% | 0.03% | -23.5% |
| Q3 2017 | $245,000 | +4.3% | 1,848 | 0.0% | 0.03% | +3.0% |
| Q2 2017 | $235,000 | +4.4% | 1,848 | 0.0% | 0.03% | -2.9% |
| Q1 2017 | $225,000 | – | 1,848 | – | 0.03% | – |
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% |