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 | $612,698 | -3.8% | 2,250 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $636,660 | +13.4% | 2,250 | 0.0% | 0.10% | +6.1% |
| Q1 2023 | $561,240 | +17.0% | 2,250 | 0.0% | 0.10% | +8.8% |
| Q4 2022 | $479,498 | -22.5% | 2,250 | -22.2% | 0.09% | -30.0% |
| Q3 2022 | $619,000 | +7.7% | 2,892 | +12.1% | 0.13% | +16.1% |
| Q2 2022 | $575,000 | -22.5% | 2,579 | 0.0% | 0.11% | -11.1% |
| Q1 2022 | $742,000 | -52.1% | 2,579 | -46.5% | 0.13% | -53.5% |
| Q4 2021 | $1,548,000 | +10.7% | 4,824 | +0.1% | 0.27% | 0.0% |
| Q3 2021 | $1,398,000 | +4.1% | 4,817 | +2.8% | 0.27% | +3.0% |
| Q2 2021 | $1,343,000 | +19.6% | 4,684 | +7.2% | 0.26% | +8.2% |
| Q1 2021 | $1,123,000 | +1.4% | 4,370 | 0.0% | 0.24% | -5.8% |
| Q4 2020 | $1,107,000 | +11.3% | 4,370 | 0.0% | 0.26% | -4.4% |
| Q3 2020 | $995,000 | +2.2% | 4,370 | -9.3% | 0.27% | -1.1% |
| Q2 2020 | $974,000 | +24.4% | 4,820 | -3.6% | 0.27% | +0.4% |
| Q1 2020 | $783,000 | -14.1% | 5,000 | 0.0% | 0.27% | +7.1% |
| Q4 2019 | $911,000 | +9.6% | 5,000 | 0.0% | 0.25% | +0.4% |
| Q3 2019 | $831,000 | +1.7% | 5,000 | 0.0% | 0.25% | +2.8% |
| Q2 2019 | $817,000 | +4.5% | 5,000 | 0.0% | 0.25% | +0.8% |
| Q1 2019 | $782,000 | +16.4% | 5,000 | 0.0% | 0.24% | +1.2% |
| Q4 2018 | $672,000 | -27.7% | 5,000 | -13.4% | 0.24% | -16.0% |
| Q3 2018 | $930,000 | +7.5% | 5,775 | 0.0% | 0.29% | +2.5% |
| Q2 2018 | $865,000 | -22.8% | 5,775 | -26.9% | 0.28% | -24.5% |
| Q1 2018 | $1,121,000 | +22.9% | 7,900 | +21.8% | 0.37% | +24.1% |
| Q4 2017 | $912,000 | +0.6% | 6,485 | -5.1% | 0.30% | -5.1% |
| Q3 2017 | $907,000 | +4.5% | 6,835 | 0.0% | 0.32% | -2.5% |
| Q2 2017 | $868,000 | +4.3% | 6,835 | 0.0% | 0.32% | -2.4% |
| Q1 2017 | $832,000 | +9.2% | 6,835 | 0.0% | 0.33% | -2.4% |
| Q4 2016 | $762,000 | -27.9% | 6,835 | -27.4% | 0.34% | -30.7% |
| Q3 2016 | $1,057,000 | +4.8% | 9,416 | 0.0% | 0.49% | 0.0% |
| Q2 2016 | $1,009,000 | +0.7% | 9,416 | 0.0% | 0.49% | -2.2% |
| Q1 2016 | $1,002,000 | -18.6% | 9,416 | -18.6% | 0.50% | -17.9% |
| Q4 2015 | $1,231,000 | -15.2% | 11,569 | -20.0% | 0.61% | -21.8% |
| Q3 2015 | $1,451,000 | +52.9% | 14,469 | +63.1% | 0.78% | +52.7% |
| Q2 2015 | $949,000 | +14.1% | 8,869 | +11.5% | 0.51% | +6.5% |
| Q1 2015 | $832,000 | +0.2% | 7,951 | 0.0% | 0.48% | -1.8% |
| Q4 2014 | $830,000 | – | 7,951 | – | 0.49% | – |
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% |