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 | $468 | -27.4% | 1,718 | -24.7% | 0.10% | -23.8% |
| Q2 2023 | $645 | +51.8% | 2,281 | +33.7% | 0.13% | +38.3% |
| Q1 2023 | $425 | +13.6% | 1,706 | -2.8% | 0.09% | +5.6% |
| Q4 2022 | $374 | -99.9% | 1,756 | -2.2% | 0.09% | -9.2% |
| Q3 2022 | $385,000 | -4.0% | 1,795 | -0.3% | 0.10% | +2.1% |
| Q2 2022 | $401,000 | -23.6% | 1,800 | -1.3% | 0.10% | -6.8% |
| Q1 2022 | $525,000 | -10.9% | 1,824 | -0.6% | 0.10% | -5.5% |
| Q4 2021 | $589,000 | +9.5% | 1,835 | -1.1% | 0.11% | -0.9% |
| Q3 2021 | $538,000 | -1.5% | 1,855 | -2.6% | 0.11% | -1.8% |
| Q2 2021 | $546,000 | +11.0% | 1,905 | -0.5% | 0.11% | +1.8% |
| Q1 2021 | $492,000 | +1.4% | 1,915 | 0.0% | 0.11% | -3.5% |
| Q4 2020 | $485,000 | +14.4% | 1,915 | +2.7% | 0.11% | +3.6% |
| Q3 2020 | $424,000 | +12.5% | 1,865 | 0.0% | 0.11% | -0.9% |
| Q2 2020 | $377,000 | +28.7% | 1,865 | 0.0% | 0.11% | -11.9% |
| Q1 2020 | $293,000 | -15.8% | 1,865 | -2.4% | 0.13% | +37.0% |
| Q4 2019 | $348,000 | +9.8% | 1,910 | +0.1% | 0.09% | +1.1% |
| Q3 2019 | $317,000 | +0.3% | 1,909 | -1.2% | 0.09% | -3.2% |
| Q2 2019 | $316,000 | +4.6% | 1,932 | 0.0% | 0.09% | 0.0% |
| Q1 2019 | $302,000 | +16.6% | 1,932 | 0.0% | 0.09% | 0.0% |
| Q4 2018 | $259,000 | -15.9% | 1,932 | +1.0% | 0.09% | -2.1% |
| Q3 2018 | $308,000 | +6.9% | 1,912 | -0.8% | 0.10% | -3.0% |
| Q2 2018 | $288,000 | +5.1% | 1,927 | 0.0% | 0.10% | +2.1% |
| Q1 2018 | $274,000 | -12.2% | 1,927 | -38.6% | 0.10% | -50.5% |
| Q3 2014 | $312,000 | +9.9% | 3,138 | +9.0% | 0.20% | +12.0% |
| Q2 2014 | $284,000 | -99.9% | 2,878 | +5.5% | 0.18% | -0.6% |
| Q1 2014 | $255,013,000 | – | 2,728 | – | 0.18% | – |
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% |