VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,542,364 | -3.8% | 5,664 | 0.0% | 0.10% | -8.7% |
| Q2 2023 | $1,602,685 | +13.4% | 5,664 | 0.0% | 0.10% | -20.0% |
| Q1 2023 | $1,412,828 | +49.7% | 5,664 | +27.9% | 0.13% | -17.7% |
| Q4 2022 | $944,077 | -0.4% | 4,430 | 0.0% | 0.16% | -21.0% |
| Q3 2022 | $948,000 | -4.0% | 4,430 | 0.0% | 0.20% | +17.0% |
| Q2 2022 | $987,000 | -22.5% | 4,430 | 0.0% | 0.17% | +30.5% |
| Q1 2022 | $1,274,000 | -10.4% | 4,430 | 0.0% | 0.13% | -4.4% |
| Q4 2021 | $1,422,000 | +10.7% | 4,430 | 0.0% | 0.14% | -40.4% |
| Q3 2021 | $1,285,000 | +1.1% | 4,430 | 0.0% | 0.23% | +60.8% |
| Q2 2021 | $1,271,000 | +11.6% | 4,430 | 0.0% | 0.14% | +22.2% |
| Q1 2021 | $1,139,000 | +1.5% | 4,430 | 0.0% | 0.12% | -23.5% |
| Q4 2020 | $1,122,000 | -31.6% | 4,430 | -38.5% | 0.15% | -67.9% |
| Q3 2020 | $1,640,000 | +88.3% | 7,205 | +67.2% | 0.48% | +42.4% |
| Q2 2020 | $871,000 | +29.0% | 4,310 | 0.0% | 0.34% | -2.0% |
| Q1 2020 | $675,000 | -14.0% | 4,310 | 0.0% | 0.34% | -19.1% |
| Q4 2019 | $785,000 | +9.5% | 4,310 | 0.0% | 0.42% | -24.3% |
| Q3 2019 | $717,000 | +1.8% | 4,310 | 0.0% | 0.56% | -1.4% |
| Q2 2019 | $704,000 | +4.5% | 4,310 | 0.0% | 0.57% | +0.4% |
| Q1 2019 | $674,000 | +16.4% | 4,310 | 0.0% | 0.56% | -16.7% |
| Q4 2018 | $579,000 | -16.6% | 4,310 | 0.0% | 0.68% | +34.8% |
| Q3 2018 | $694,000 | -6.3% | 4,310 | -12.8% | 0.50% | -16.2% |
| Q2 2018 | $741,000 | +39.0% | 4,945 | +31.5% | 0.60% | +45.3% |
| Q1 2018 | $533,000 | +0.8% | 3,760 | 0.0% | 0.41% | -6.6% |
| Q4 2017 | $529,000 | – | 3,760 | – | 0.44% | – |
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% |