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 | $1,311,445 | -6.6% | 4,816 | 0.0% | 0.16% | -0.6% |
| Q2 2023 | $1,404,057 | +15.8% | 4,816 | 0.0% | 0.16% | +8.8% |
| Q1 2023 | $1,212,043 | +18.1% | 4,816 | 0.0% | 0.15% | +8.9% |
| Q4 2022 | $1,026,338 | -0.4% | 4,816 | 0.0% | 0.14% | -19.6% |
| Q3 2022 | $1,030,000 | -0.1% | 4,816 | +4.1% | 0.17% | +9.8% |
| Q2 2022 | $1,031,000 | -22.5% | 4,626 | 0.0% | 0.15% | -11.0% |
| Q1 2022 | $1,330,000 | -10.4% | 4,626 | 0.0% | 0.17% | -10.9% |
| Q4 2021 | $1,484,000 | +10.6% | 4,626 | 0.0% | 0.19% | +7.2% |
| Q3 2021 | $1,342,000 | +1.1% | 4,626 | 0.0% | 0.18% | -2.2% |
| Q2 2021 | $1,327,000 | +11.6% | 4,626 | 0.0% | 0.18% | +7.6% |
| Q1 2021 | $1,189,000 | -2.9% | 4,626 | -4.3% | 0.17% | -12.3% |
| Q4 2020 | $1,224,000 | -92.9% | 4,832 | -93.6% | 0.20% | -92.1% |
| Q3 2020 | $17,168,000 | -61.4% | 75,425 | -65.7% | 2.47% | -55.2% |
| Q2 2020 | $44,433,000 | +3078.3% | 219,867 | +1584.0% | 5.51% | +1422.9% |
| Q2 2015 | $1,398,000 | – | 13,056 | – | 0.36% | – |
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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% |