VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,024,195 | +5.4% | 3,761 | +9.5% | 0.07% | +7.7% |
| Q2 2023 | $971,722 | +11.6% | 3,434 | -1.7% | 0.06% | -5.8% |
| Q1 2023 | $871,069 | +2.6% | 3,492 | -12.3% | 0.07% | -8.0% |
| Q4 2022 | $848,622 | +11.7% | 3,982 | +12.0% | 0.08% | +5.6% |
| Q3 2022 | $760,000 | +8.1% | 3,555 | +12.7% | 0.07% | +6.0% |
| Q2 2022 | $703,000 | -24.2% | 3,154 | -2.2% | 0.07% | -11.8% |
| Q1 2022 | $927,000 | -5.4% | 3,224 | +5.5% | 0.08% | -2.6% |
| Q4 2021 | $980,000 | +7.5% | 3,057 | -2.8% | 0.08% | -33.9% |
| Q3 2021 | $912,000 | +2.0% | 3,145 | +0.8% | 0.12% | +29.7% |
| Q2 2021 | $894,000 | +7.7% | 3,119 | -3.5% | 0.09% | -9.0% |
| Q1 2021 | $830,000 | +19.6% | 3,232 | +17.9% | 0.10% | +4.2% |
| Q4 2020 | $694,000 | +13.4% | 2,742 | -9.5% | 0.10% | -29.4% |
| Q2 2020 | $612,000 | +44.3% | 3,031 | +12.0% | 0.14% | +13.3% |
| Q1 2020 | $424,000 | -15.4% | 2,707 | -1.6% | 0.12% | -4.8% |
| Q4 2019 | $501,000 | +10.1% | 2,752 | +0.5% | 0.13% | -3.1% |
| Q3 2019 | $455,000 | +2.9% | 2,738 | +1.1% | 0.13% | +0.8% |
| Q2 2019 | $442,000 | +4.5% | 2,707 | 0.0% | 0.13% | +2.4% |
| Q1 2019 | $423,000 | +14.3% | 2,707 | -1.7% | 0.13% | -3.1% |
| Q4 2018 | $370,000 | -14.2% | 2,755 | +3.0% | 0.13% | +11.1% |
| Q3 2018 | $431,000 | +33.0% | 2,674 | +17.0% | 0.12% | +12.5% |
| Q1 2018 | $324,000 | -1.8% | 2,285 | -2.8% | 0.10% | -8.8% |
| Q4 2017 | $330,000 | +6.5% | 2,350 | +1.7% | 0.11% | +0.9% |
| Q3 2017 | $310,000 | +6.5% | 2,310 | +1.1% | 0.11% | +2.7% |
| Q2 2017 | $291,000 | +17.3% | 2,285 | +11.2% | 0.11% | +2.8% |
| Q1 2017 | $248,000 | – | 2,055 | – | 0.11% | – |
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% |