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 2022 | $1,905,000 | +250.2% | 8,903 | +264.9% | 0.31% | +265.5% |
| Q2 2022 | $544,000 | +16.7% | 2,440 | +50.7% | 0.08% | +35.5% |
| Q1 2022 | $466,000 | +8.6% | 1,619 | +21.2% | 0.06% | +14.8% |
| Q4 2021 | $429,000 | +10.6% | 1,336 | 0.0% | 0.05% | -1.8% |
| Q3 2021 | $388,000 | +1.3% | 1,336 | 0.0% | 0.06% | -3.5% |
| Q2 2021 | $383,000 | +11.7% | 1,336 | 0.0% | 0.06% | +1.8% |
| Q1 2021 | $343,000 | -56.5% | 1,336 | -57.1% | 0.06% | -17.6% |
| Q4 2020 | $788,000 | +122.6% | 3,112 | +100.0% | 0.07% | -1.4% |
| Q3 2020 | $354,000 | +1.1% | 1,556 | -10.1% | 0.07% | -8.0% |
| Q2 2020 | $350,000 | -35.4% | 1,731 | -50.0% | 0.08% | +1.4% |
| Q1 2020 | $542,000 | +72.1% | 3,462 | +100.0% | 0.07% | -1.3% |
| Q4 2019 | $315,000 | -45.3% | 1,731 | -50.0% | 0.08% | -6.2% |
| Q3 2019 | $576,000 | +1.8% | 3,462 | 0.0% | 0.08% | -1.2% |
| Q2 2019 | $566,000 | +0.7% | 3,462 | -3.7% | 0.08% | -8.0% |
| Q1 2019 | $562,000 | +107.4% | 3,596 | +78.2% | 0.09% | -13.7% |
| Q4 2018 | $271,000 | 0.0% | 2,018 | +19.8% | 0.10% | +13.3% |
| Q3 2018 | $271,000 | -46.2% | 1,685 | -50.0% | 0.09% | 0.0% |
| Q2 2018 | $504,000 | -0.4% | 3,370 | -6.4% | 0.09% | -11.8% |
| Q4 2017 | $506,000 | +5.9% | 3,602 | 0.0% | 0.10% | -1.0% |
| Q3 2017 | $478,000 | +97.5% | 3,602 | +89.5% | 0.10% | -11.2% |
| Q2 2017 | $242,000 | – | 1,901 | – | 0.12% | – |
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% |