VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 722 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.70 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $118,000 | -19.7% | 831 | -20.4% | 0.08% | -16.5% |
| Q4 2017 | $147,000 | +5.8% | 1,044 | -0.2% | 0.09% | -1.1% |
| Q3 2017 | $139,000 | -6.7% | 1,046 | -10.9% | 0.09% | -9.8% |
| Q2 2017 | $149,000 | -8.6% | 1,174 | -12.9% | 0.10% | -14.3% |
| Q1 2017 | $163,000 | +10.9% | 1,348 | +1.6% | 0.12% | -3.3% |
| Q4 2016 | $147,000 | +0.7% | 1,327 | +1.5% | 0.12% | +10.8% |
| Q3 2016 | $146,000 | +4.3% | 1,308 | 0.0% | 0.11% | -4.3% |
| Q2 2016 | $140,000 | +11.1% | 1,308 | +10.1% | 0.12% | -1.7% |
| Q1 2016 | $126,000 | 0.0% | 1,188 | 0.0% | 0.12% | -1.7% |
| Q4 2015 | $126,000 | – | 1,188 | – | 0.12% | – |
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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% |