VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $765,910 | -7.2% | 2,812 | -3.6% | 0.20% | -5.6% |
| Q2 2023 | $825,559 | +15.4% | 2,918 | +1.8% | 0.21% | +8.1% |
| Q1 2023 | $715,176 | +0.3% | 2,867 | -14.3% | 0.20% | -4.4% |
| Q4 2022 | $713,290 | +5.4% | 3,347 | +5.8% | 0.21% | -2.4% |
| Q3 2022 | $677,000 | -2.4% | 3,164 | +1.6% | 0.21% | +8.2% |
| Q2 2022 | $694,000 | -20.3% | 3,114 | +2.8% | 0.20% | -4.4% |
| Q1 2022 | $871,000 | -10.1% | 3,029 | +0.3% | 0.20% | -15.0% |
| Q4 2021 | $969,000 | +6.8% | 3,020 | -3.4% | 0.24% | -2.8% |
| Q3 2021 | $907,000 | +3.0% | 3,127 | +1.8% | 0.25% | 0.0% |
| Q2 2021 | $881,000 | +26.2% | 3,073 | +13.1% | 0.25% | +13.3% |
| Q1 2021 | $698,000 | +5.9% | 2,716 | +4.4% | 0.22% | +1.9% |
| Q4 2020 | $659,000 | +22.5% | 2,602 | +10.1% | 0.21% | +8.6% |
| Q3 2020 | $538,000 | +20.1% | 2,364 | +6.7% | 0.20% | +5.3% |
| Q2 2020 | $448,000 | +33.7% | 2,216 | +3.6% | 0.19% | +10.7% |
| Q1 2020 | $335,000 | +8.1% | 2,139 | +25.8% | 0.17% | +32.0% |
| Q4 2019 | $310,000 | +40.3% | 1,700 | +28.2% | 0.13% | +29.3% |
| Q3 2019 | $221,000 | +2.8% | 1,326 | +0.9% | 0.10% | +3.1% |
| Q2 2019 | $215,000 | – | 1,314 | – | 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% |