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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,486 | -46.5% | 5,250 | -52.9% | 0.31% | +6.2% |
| Q1 2023 | $2,780 | +63.2% | 11,147 | +39.5% | 0.29% | +60.9% |
| Q4 2022 | $1,703 | -99.9% | 7,991 | +36.4% | 0.18% | +29.7% |
| Q3 2022 | $1,253,000 | -9.9% | 5,858 | -6.1% | 0.14% | -2.1% |
| Q2 2022 | $1,391,000 | -72.6% | 6,240 | -64.6% | 0.14% | -63.3% |
| Q1 2022 | $5,071,000 | +15.3% | 17,633 | +15.0% | 0.38% | -10.7% |
| Q2 2021 | $4,399,000 | +8.4% | 15,336 | -2.8% | 0.43% | +16.5% |
| Q1 2021 | $4,057,000 | +6.0% | 15,785 | +4.5% | 0.37% | -24.4% |
| Q4 2020 | $3,826,000 | +14.7% | 15,102 | +3.0% | 0.49% | -8.3% |
| Q3 2020 | $3,336,000 | +5.0% | 14,656 | -6.7% | 0.53% | -6.3% |
| Q2 2020 | $3,176,000 | +25.3% | 15,714 | -2.9% | 0.57% | +51.5% |
| Q1 2020 | $2,535,000 | -22.4% | 16,180 | -9.7% | 0.38% | -60.7% |
| Q4 2019 | $3,266,000 | +43.6% | 17,926 | +31.1% | 0.95% | +36.9% |
| Q3 2019 | $2,274,000 | +6.8% | 13,674 | +4.9% | 0.70% | -3.3% |
| Q2 2019 | $2,130,000 | +6.0% | 13,037 | +1.5% | 0.72% | +55.1% |
| Q1 2019 | $2,009,000 | +15.9% | 12,842 | -0.5% | 0.46% | -13.6% |
| Q4 2018 | $1,733,000 | -22.8% | 12,903 | -7.5% | 0.54% | -8.5% |
| Q3 2018 | $2,246,000 | +11.1% | 13,946 | +3.3% | 0.59% | +5.8% |
| Q2 2018 | $2,022,000 | +22.0% | 13,499 | +15.6% | 0.56% | +9.9% |
| Q1 2018 | $1,657,000 | -62.5% | 11,680 | -49.4% | 0.51% | -23.8% |
| Q4 2017 | $4,413,000 | +197.4% | 23,070 | +106.4% | 0.66% | +41.9% |
| Q3 2017 | $1,484,000 | +10.7% | 11,177 | +5.9% | 0.47% | +2.4% |
| Q2 2017 | $1,340,000 | +11.9% | 10,551 | +7.2% | 0.46% | -0.9% |
| Q1 2017 | $1,197,000 | +12.4% | 9,838 | +3.0% | 0.46% | +24.9% |
| Q4 2016 | $1,065,000 | +31.3% | 9,549 | +32.1% | 0.37% | 0.0% |
| Q3 2016 | $811,000 | +4.2% | 7,226 | -0.5% | 0.37% | -7.3% |
| Q2 2016 | $778,000 | +21.9% | 7,259 | +21.1% | 0.40% | +1.8% |
| Q1 2016 | $638,000 | +35.5% | 5,994 | +35.4% | 0.39% | +24.1% |
| Q4 2015 | $471,000 | – | 4,427 | – | 0.32% | – |
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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% |