VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $383,957 | +19.0% | 1,410 | -6.9% | 0.01% | +11.1% |
| Q4 2022 | $322,649 | -47.0% | 1,514 | -46.8% | 0.01% | -57.1% |
| Q3 2022 | $609,000 | -39.6% | 2,846 | -9.4% | 0.02% | -66.1% |
| Q4 2021 | $1,008,000 | +325.3% | 3,142 | +241.2% | 0.06% | +181.8% |
| Q1 2021 | $237,000 | -25.7% | 921 | -26.9% | 0.02% | -35.3% |
| Q4 2020 | $319,000 | -90.6% | 1,260 | -91.5% | 0.03% | -84.4% |
| Q3 2020 | $3,385,000 | +10.8% | 14,870 | -1.6% | 0.22% | +2.8% |
| Q2 2020 | $3,055,000 | -18.4% | 15,117 | -36.7% | 0.21% | -22.1% |
| Q1 2020 | $3,743,000 | +311.3% | 23,889 | +378.4% | 0.27% | +403.7% |
| Q4 2019 | $910,000 | +150.7% | 4,994 | +128.5% | 0.05% | +74.2% |
| Q3 2019 | $363,000 | – | 2,186 | – | 0.03% | – |
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% |