VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,537,095 | -8.0% | 20,334 | -4.4% | 0.44% | -2.7% |
| Q2 2023 | $6,018,239 | +11.7% | 21,269 | -1.5% | 0.45% | +7.4% |
| Q1 2023 | $5,388,624 | +17.2% | 21,603 | +0.1% | 0.42% | +7.9% |
| Q4 2022 | $4,598,639 | -2.4% | 21,579 | -2.0% | 0.39% | -11.0% |
| Q3 2022 | $4,713,000 | -7.0% | 22,029 | -3.1% | 0.44% | -2.4% |
| Q2 2022 | $5,069,000 | -25.0% | 22,742 | -3.2% | 0.45% | -15.1% |
| Q1 2022 | $6,758,000 | -16.4% | 23,500 | -6.7% | 0.53% | -12.3% |
| Q4 2021 | $8,083,000 | -0.9% | 25,188 | -10.4% | 0.60% | -9.7% |
| Q3 2021 | $8,154,000 | +0.1% | 28,102 | -1.1% | 0.67% | -0.9% |
| Q2 2021 | $8,149,000 | +4.8% | 28,411 | -6.1% | 0.67% | +1.4% |
| Q1 2021 | $7,774,000 | +0.1% | 30,247 | -1.3% | 0.66% | -34.7% |
| Q4 2020 | $7,766,000 | +426.9% | 30,652 | +278.8% | 1.02% | +195.1% |
| Q4 2019 | $1,474,000 | +10.7% | 8,092 | +1.1% | 0.34% | +1.5% |
| Q3 2019 | $1,331,000 | +9.8% | 8,006 | +7.9% | 0.34% | +4.3% |
| Q2 2019 | $1,212,000 | +4.5% | 7,420 | +0.1% | 0.33% | 0.0% |
| Q1 2019 | $1,160,000 | +16.5% | 7,416 | 0.0% | 0.33% | -0.9% |
| Q4 2018 | $996,000 | +1932.7% | 7,416 | +2049.6% | 0.33% | +1956.2% |
| Q1 2018 | $49,000 | -95.0% | 345 | -96.3% | 0.02% | -97.2% |
| Q4 2015 | $981,000 | +6.2% | 9,217 | +0.1% | 0.56% | -2.3% |
| Q3 2015 | $924,000 | – | 9,210 | – | 0.58% | – |
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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% |