VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $130,677 | -6.7% | 479,883 | -3.1% | 11.13% | -4.5% |
| Q2 2023 | $140,084 | +13.3% | 495,067 | -0.2% | 11.66% | -14.2% |
| Q1 2023 | $123,689 | +19.6% | 495,867 | +2.2% | 13.58% | +9.4% |
| Q4 2022 | $103,414 | -99.9% | 485,263 | -1.1% | 12.42% | -8.5% |
| Q3 2022 | $104,929,000 | -2.4% | 490,437 | +1.7% | 13.56% | +3.7% |
| Q2 2022 | $107,468,000 | -23.3% | 482,158 | -1.0% | 13.08% | -9.1% |
| Q1 2022 | $140,085,000 | -14.0% | 487,082 | -4.0% | 14.38% | -9.7% |
| Q4 2021 | $162,886,000 | +8.7% | 507,591 | -1.7% | 15.93% | +2.8% |
| Q3 2021 | $149,902,000 | +2.7% | 516,602 | +1.5% | 15.50% | +2.7% |
| Q2 2021 | $145,954,000 | +13.9% | 508,888 | +2.1% | 15.09% | +1.9% |
| Q1 2021 | $128,135,000 | +1.5% | 498,504 | +0.0% | 14.81% | -3.7% |
| Q4 2020 | $126,255,000 | +13.3% | 498,362 | +1.8% | 15.38% | -8.3% |
| Q3 2020 | $111,399,000 | +17.8% | 489,427 | +4.6% | 16.77% | +22.6% |
| Q2 2020 | $94,589,000 | +29.8% | 468,053 | +0.6% | 13.68% | +6.8% |
| Q1 2020 | $72,887,000 | -16.3% | 465,169 | -2.7% | 12.81% | +1.3% |
| Q4 2019 | $87,124,000 | +12.8% | 478,254 | +2.9% | 12.65% | +5.0% |
| Q3 2019 | $77,246,000 | +4.2% | 464,553 | +2.4% | 12.04% | -0.8% |
| Q2 2019 | $74,143,000 | +2.9% | 453,779 | -1.5% | 12.14% | -2.5% |
| Q1 2019 | $72,057,000 | +19.2% | 460,664 | +2.3% | 12.44% | +16.2% |
| Q4 2018 | $60,464,000 | -9.7% | 450,119 | -1.6% | 10.71% | -4.8% |
| Q3 2018 | $66,925,000 | +0.6% | 457,515 | +3.1% | 11.25% | -2.2% |
| Q2 2018 | $66,501,000 | +7.7% | 443,900 | +2.0% | 11.51% | +2.6% |
| Q1 2018 | $61,752,000 | +3.1% | 435,242 | +2.2% | 11.22% | -0.7% |
| Q4 2017 | $59,888,000 | +2.3% | 425,795 | -3.5% | 11.29% | -1.7% |
| Q3 2017 | $58,554,000 | +12.8% | 441,086 | +7.9% | 11.49% | -10.9% |
| Q2 2017 | $51,930,000 | +8.0% | 408,767 | +3.4% | 12.90% | +0.5% |
| Q1 2017 | $48,096,000 | +12.6% | 395,335 | +3.2% | 12.84% | +4.6% |
| Q4 2016 | $42,700,000 | +28.4% | 383,032 | +15.5% | 12.28% | +15.7% |
| Q3 2016 | $33,247,000 | -15.0% | 331,508 | -9.1% | 10.62% | -16.1% |
| Q2 2016 | $39,103,000 | +0.9% | 364,767 | +0.2% | 12.66% | -1.2% |
| Q1 2016 | $38,738,000 | +6.7% | 363,911 | +6.6% | 12.82% | +0.5% |
| Q4 2015 | $36,311,000 | +9.2% | 341,297 | +3.0% | 12.76% | +20.2% |
| Q3 2015 | $33,247,000 | -3.6% | 331,508 | +2.9% | 10.62% | +2.5% |
| Q2 2015 | $34,472,000 | +4.4% | 322,022 | +2.1% | 10.36% | +3.5% |
| Q1 2015 | $33,008,000 | +0.4% | 315,534 | +0.2% | 10.00% | -1.0% |
| Q4 2014 | $32,883,000 | +4.4% | 314,999 | -0.3% | 10.10% | -17.9% |
| Q3 2014 | $31,485,000 | -0.8% | 315,894 | -1.6% | 12.30% | -1.5% |
| Q2 2014 | $31,736,000 | – | 320,889 | – | 12.49% | – |
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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% |