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 | $43,335,413 | -3.2% | 159,140 | +0.6% | 6.56% | +0.3% |
| Q2 2023 | $44,781,182 | +25.7% | 158,260 | +10.8% | 6.55% | +15.5% |
| Q1 2023 | $35,629,886 | +28.8% | 142,840 | +10.1% | 5.67% | +17.4% |
| Q4 2022 | $27,660,010 | +18.8% | 129,792 | +19.3% | 4.83% | +9.0% |
| Q3 2022 | $23,285,000 | -3.3% | 108,835 | +0.7% | 4.43% | -0.0% |
| Q2 2022 | $24,085,000 | -21.6% | 108,056 | +1.2% | 4.43% | -7.9% |
| Q1 2022 | $30,721,000 | -10.9% | 106,819 | -0.6% | 4.81% | -5.5% |
| Q4 2021 | $34,472,000 | +11.6% | 107,423 | +0.9% | 5.09% | +1.0% |
| Q3 2021 | $30,897,000 | -5.4% | 106,480 | -6.5% | 5.04% | -5.7% |
| Q2 2021 | $32,652,000 | +9.9% | 113,845 | -1.5% | 5.35% | +0.7% |
| Q1 2021 | $29,715,000 | +0.3% | 115,605 | -1.1% | 5.31% | -6.2% |
| Q4 2020 | $29,628,000 | +7.7% | 116,949 | -3.2% | 5.66% | -7.1% |
| Q3 2020 | $27,505,000 | +11.3% | 120,844 | -1.2% | 6.10% | -1.3% |
| Q2 2020 | $24,713,000 | +29.0% | 122,285 | +0.0% | 6.18% | +4.9% |
| Q1 2020 | $19,158,000 | -15.5% | 122,270 | -1.8% | 5.89% | +5.1% |
| Q4 2019 | $22,678,000 | +8.6% | 124,491 | -0.9% | 5.60% | -3.7% |
| Q3 2019 | $20,883,000 | +0.6% | 125,588 | -1.1% | 5.82% | -3.1% |
| Q2 2019 | $20,755,000 | +6.0% | 127,026 | +1.5% | 6.00% | -3.7% |
| Q1 2019 | $19,576,000 | -9.2% | 125,150 | -22.0% | 6.24% | -11.8% |
| Q4 2018 | $21,558,000 | -22.3% | 160,485 | -6.9% | 7.07% | -5.8% |
| Q3 2018 | $27,761,000 | +2.7% | 172,384 | -4.5% | 7.51% | -1.9% |
| Q2 2018 | $27,034,000 | +9.1% | 180,456 | +3.4% | 7.65% | +0.3% |
| Q1 2018 | $24,770,000 | +2.4% | 174,582 | +1.5% | 7.63% | +3.3% |
| Q4 2017 | $24,190,000 | +8.4% | 171,990 | +2.3% | 7.38% | +0.4% |
| Q3 2017 | $22,312,000 | +8.6% | 168,074 | +3.9% | 7.35% | +5.1% |
| Q2 2017 | $20,550,000 | +5.4% | 161,756 | +0.9% | 7.00% | +2.8% |
| Q1 2017 | $19,497,000 | +16.0% | 160,258 | +6.3% | 6.80% | +9.2% |
| Q4 2016 | $16,805,000 | +14.7% | 150,745 | +15.5% | 6.23% | +7.9% |
| Q3 2016 | $14,655,000 | +14.5% | 130,506 | +9.3% | 5.77% | +6.9% |
| Q2 2016 | $12,801,000 | +10.8% | 119,412 | +10.0% | 5.40% | +6.9% |
| Q1 2016 | $11,551,000 | +13.6% | 108,512 | +13.6% | 5.05% | +10.1% |
| Q4 2015 | $10,166,000 | +43.3% | 95,557 | +35.1% | 4.59% | +29.3% |
| Q3 2015 | $7,095,000 | +113.3% | 70,746 | +127.6% | 3.55% | +125.7% |
| Q2 2015 | $3,327,000 | +180.5% | 31,079 | +174.1% | 1.57% | +175.8% |
| Q1 2015 | $1,186,000 | +115.2% | 11,340 | +114.8% | 0.57% | +100.0% |
| Q4 2014 | $551,000 | – | 5,280 | – | 0.28% | – |
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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% |