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 | $732,681 | +5491.3% | 2,691 | -94.2% | 0.13% | -89.0% |
| Q2 2023 | $13,104 | +12.0% | 46,309 | -1.3% | 1.16% | +21.6% |
| Q1 2023 | $11,703 | -100.0% | 46,916 | +5.6% | 0.95% | +15.0% |
| Q4 2022 | $9,467,010,711 | +104762.8% | 44,423 | +5.3% | 0.83% | -6.2% |
| Q3 2022 | $9,028,000 | -65.6% | 42,199 | -63.9% | 0.88% | -66.8% |
| Q2 2022 | $26,267,000 | +48.6% | 116,908 | +90.3% | 2.66% | +79.5% |
| Q1 2022 | $17,671,000 | -13.6% | 61,442 | -3.5% | 1.48% | -15.2% |
| Q4 2021 | $20,464,000 | +24.4% | 63,693 | +12.8% | 1.74% | -3.8% |
| Q3 2021 | $16,444,000 | +19.5% | 56,474 | +13.0% | 1.81% | -6.1% |
| Q2 2021 | $13,757,000 | +14.0% | 49,960 | +6.9% | 1.93% | +25.1% |
| Q1 2021 | $12,067,000 | +10.6% | 46,723 | +7.9% | 1.54% | -0.2% |
| Q4 2020 | $10,915,000 | -57.9% | 43,288 | -62.1% | 1.55% | -60.4% |
| Q3 2020 | $25,896,000 | +37.6% | 114,306 | +22.8% | 3.90% | +19.7% |
| Q2 2020 | $18,818,000 | +381.4% | 93,115 | +270.8% | 3.26% | +323.9% |
| Q1 2020 | $3,909,000 | +269.1% | 25,109 | +334.0% | 0.77% | +317.9% |
| Q4 2019 | $1,059,000 | -1.2% | 5,786 | -10.3% | 0.18% | -10.2% |
| Q3 2019 | $1,072,000 | 0.0% | 6,452 | -0.8% | 0.20% | -1.4% |
| Q2 2019 | $1,072,000 | +10.4% | 6,506 | +5.4% | 0.21% | +2.5% |
| Q1 2019 | $971,000 | +36.4% | 6,172 | +16.4% | 0.20% | +17.3% |
| Q4 2018 | $712,000 | +6.9% | 5,302 | +28.5% | 0.17% | +16.9% |
| Q3 2018 | $666,000 | +31.4% | 4,127 | +21.8% | 0.15% | +22.3% |
| Q2 2018 | $507,000 | +89.9% | 3,387 | +79.7% | 0.12% | +36.0% |
| Q1 2018 | $267,000 | -47.4% | 1,885 | -47.8% | 0.09% | -46.1% |
| Q4 2017 | $508,000 | +14.2% | 3,614 | +7.9% | 0.16% | -6.8% |
| Q3 2017 | $445,000 | +8.8% | 3,350 | +4.1% | 0.18% | -5.3% |
| Q2 2017 | $409,000 | +32.4% | 3,218 | +26.6% | 0.19% | +38.5% |
| Q1 2017 | $309,000 | +35.5% | 2,541 | +24.0% | 0.14% | +28.6% |
| Q4 2016 | $228,000 | – | 2,050 | – | 0.10% | – |
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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% |