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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,107 | +58.4% | 18,050 | +39.6% | 0.00% | +33.3% |
| Q1 2023 | $3,224 | -88.9% | 12,926 | +9335.0% | 0.00% | – |
| Q3 2022 | $29,000 | -96.2% | 137 | -96.0% | 0.00% | -100.0% |
| Q2 2022 | $764,000 | +1132.3% | 3,431 | +1311.9% | 0.00% | – |
| Q1 2021 | $62,000 | -67.4% | 243 | -67.7% | 0.00% | – |
| Q4 2020 | $190,000 | -43.5% | 752 | -49.2% | 0.00% | – |
| Q3 2020 | $336,000 | -27.7% | 1,479 | -42.1% | 0.00% | -100.0% |
| Q4 2019 | $465,000 | -28.4% | 2,556 | -34.6% | 0.00% | -50.0% |
| Q3 2019 | $649,000 | +1993.5% | 3,908 | +1734.7% | 0.00% | – |
| Q2 2018 | $31,000 | -8.8% | 213 | -18.1% | 0.00% | -100.0% |
| Q3 2017 | $34,000 | -48.5% | 260 | -50.5% | 0.00% | -66.7% |
| Q2 2017 | $66,000 | +1550.0% | 525 | +1400.0% | 0.00% | – |
| Q1 2017 | $4,000 | -92.6% | 35 | -92.9% | 0.00% | -100.0% |
| Q4 2016 | $54,000 | -78.7% | 493 | -78.3% | 0.00% | -82.4% |
| Q3 2016 | $254,000 | -48.7% | 2,268 | -51.0% | 0.02% | -48.5% |
| Q2 2016 | $495,000 | +41.4% | 4,626 | +40.4% | 0.03% | +17.9% |
| Q1 2016 | $350,000 | – | 3,294 | – | 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% |