VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,232,000 | +8.5% | 5,760 | +13.1% | 0.28% | +21.6% |
| Q2 2022 | $1,135,000 | -24.7% | 5,093 | -2.8% | 0.23% | -18.6% |
| Q1 2022 | $1,507,000 | -16.6% | 5,241 | -7.0% | 0.28% | +10.9% |
| Q4 2021 | $1,808,000 | +62.0% | 5,634 | +46.5% | 0.26% | +74.8% |
| Q3 2021 | $1,116,000 | -17.5% | 3,845 | -18.5% | 0.15% | -14.5% |
| Q2 2021 | $1,352,000 | +4.1% | 4,715 | -6.7% | 0.17% | 0.0% |
| Q1 2021 | $1,299,000 | +5.5% | 5,052 | +4.0% | 0.17% | +1.2% |
| Q4 2020 | $1,231,000 | +48.9% | 4,857 | +33.7% | 0.17% | +36.0% |
| Q3 2020 | $827,000 | +10.6% | 3,634 | -1.8% | 0.12% | +2.5% |
| Q2 2020 | $748,000 | +26.1% | 3,700 | -2.2% | 0.12% | +10.9% |
| Q1 2020 | $593,000 | -7.5% | 3,784 | +7.6% | 0.11% | +15.8% |
| Q4 2019 | $641,000 | +9.8% | 3,517 | +0.1% | 0.10% | +10.5% |
| Q3 2019 | $584,000 | +0.9% | 3,512 | -0.9% | 0.09% | +10.3% |
| Q2 2019 | $579,000 | +5.9% | 3,543 | +1.3% | 0.08% | +6.8% |
| Q1 2019 | $547,000 | +160.5% | 3,497 | +168.4% | 0.07% | +160.7% |
| Q3 2018 | $210,000 | -26.6% | 1,303 | -31.8% | 0.03% | -34.9% |
| Q2 2018 | $286,000 | +22.2% | 1,910 | +3.7% | 0.04% | +13.2% |
| Q2 2017 | $234,000 | -14.0% | 1,841 | -33.0% | 0.04% | -25.5% |
| Q2 2014 | $272,000 | – | 2,748 | – | 0.05% | – |
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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% |