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 | $518,586 | -3.8% | 1,904 | 0.0% | 0.23% | +0.4% |
| Q2 2023 | $538,853 | +0.5% | 1,904 | -11.4% | 0.23% | +0.9% |
| Q1 2023 | $536,117 | +13.5% | 2,149 | -3.1% | 0.23% | +7.0% |
| Q4 2022 | $472,510 | +2.7% | 2,217 | +3.2% | 0.21% | -8.2% |
| Q3 2022 | $460,000 | -13.5% | 2,149 | -9.9% | 0.23% | +18.9% |
| Q2 2022 | $532,000 | -12.4% | 2,385 | +13.0% | 0.20% | -70.3% |
| Q1 2022 | $607,000 | -10.3% | 2,110 | 0.0% | 0.66% | +31.5% |
| Q4 2021 | $677,000 | +10.6% | 2,110 | 0.0% | 0.50% | +2.9% |
| Q3 2021 | $612,000 | +1.2% | 2,110 | 0.0% | 0.49% | -9.5% |
| Q2 2021 | $605,000 | +8.8% | 2,110 | -2.5% | 0.54% | -6.7% |
| Q1 2021 | $556,000 | +1.5% | 2,164 | 0.0% | 0.58% | +10.5% |
| Q4 2020 | $548,000 | – | 2,164 | – | 0.52% | – |
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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% |