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 | $490,158 | -3.8% | 1,800 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $509,328 | +13.4% | 1,800 | 0.0% | 0.06% | +7.1% |
| Q1 2023 | $448,992 | +17.0% | 1,800 | 0.0% | 0.06% | +9.8% |
| Q4 2022 | $383,598 | -0.4% | 1,800 | 0.0% | 0.05% | -8.9% |
| Q3 2022 | $385,000 | -4.0% | 1,800 | 0.0% | 0.06% | +1.8% |
| Q2 2022 | $401,000 | -22.6% | 1,800 | 0.0% | 0.06% | -9.8% |
| Q1 2022 | $518,000 | -10.4% | 1,800 | 0.0% | 0.06% | -7.6% |
| Q4 2021 | $578,000 | +10.7% | 1,800 | 0.0% | 0.07% | 0.0% |
| Q3 2021 | $522,000 | +1.2% | 1,800 | 0.0% | 0.07% | +1.5% |
| Q2 2021 | $516,000 | +11.4% | 1,800 | 0.0% | 0.06% | +3.2% |
| Q1 2021 | $463,000 | +1.5% | 1,800 | 0.0% | 0.06% | -3.1% |
| Q4 2020 | $456,000 | +11.2% | 1,800 | 0.0% | 0.06% | -1.5% |
| Q3 2020 | $410,000 | +12.6% | 1,800 | 0.0% | 0.07% | +4.8% |
| Q2 2020 | $364,000 | +29.1% | 1,800 | 0.0% | 0.06% | +3.3% |
| Q1 2020 | $282,000 | -21.4% | 1,800 | -8.6% | 0.06% | -7.6% |
| Q4 2019 | $359,000 | +20.1% | 1,970 | +9.4% | 0.07% | +10.0% |
| Q3 2019 | $299,000 | +1.7% | 1,800 | 0.0% | 0.06% | -1.6% |
| Q2 2019 | $294,000 | +4.3% | 1,800 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $282,000 | +16.5% | 1,800 | 0.0% | 0.06% | +1.7% |
| Q4 2018 | $242,000 | -46.3% | 1,800 | -35.7% | 0.06% | -39.4% |
| Q3 2018 | $451,000 | +7.6% | 2,800 | 0.0% | 0.10% | +2.1% |
| Q2 2018 | $419,000 | +5.5% | 2,800 | 0.0% | 0.10% | +5.4% |
| Q1 2018 | $397,000 | +0.8% | 2,800 | 0.0% | 0.09% | +1.1% |
| Q4 2017 | $394,000 | +5.9% | 2,800 | 0.0% | 0.09% | -1.1% |
| Q3 2017 | $372,000 | +4.5% | 2,800 | 0.0% | 0.09% | 0.0% |
| Q2 2017 | $356,000 | +4.4% | 2,800 | 0.0% | 0.09% | -3.2% |
| Q1 2017 | $341,000 | +9.3% | 2,800 | 0.0% | 0.10% | +1.1% |
| Q4 2016 | $312,000 | -0.6% | 2,800 | 0.0% | 0.09% | -4.1% |
| Q3 2016 | $314,000 | +4.7% | 2,800 | 0.0% | 0.10% | +4.3% |
| Q2 2016 | $300,000 | +0.7% | 2,800 | 0.0% | 0.09% | -3.1% |
| Q1 2016 | $298,000 | 0.0% | 2,800 | 0.0% | 0.10% | -5.8% |
| Q4 2015 | $298,000 | – | 2,800 | – | 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% |