VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $334,000 | -34.9% | 1,560 | -32.2% | 0.05% | -38.4% |
| Q2 2022 | $513,000 | +101.2% | 2,302 | +159.5% | 0.09% | +109.8% |
| Q1 2022 | $255,000 | -10.5% | 887 | 0.0% | 0.04% | -4.7% |
| Q4 2021 | $285,000 | +15.9% | 887 | +3.3% | 0.04% | -2.3% |
| Q2 2021 | $246,000 | -22.4% | 859 | -30.4% | 0.04% | -29.0% |
| Q1 2021 | $317,000 | +55.4% | 1,234 | +53.3% | 0.06% | +44.2% |
| Q4 2020 | $204,000 | -36.1% | 805 | -64.2% | 0.04% | -71.9% |
| Q1 2018 | $319,000 | +1.3% | 2,247 | +0.2% | 0.15% | -9.5% |
| Q4 2017 | $315,000 | +6.1% | 2,243 | +0.3% | 0.17% | -14.6% |
| Q3 2017 | $297,000 | +43.5% | 2,237 | +37.1% | 0.20% | +39.4% |
| Q2 2017 | $207,000 | -38.6% | 1,632 | -46.0% | 0.14% | -24.9% |
| Q4 2016 | $337,000 | – | 3,024 | – | 0.19% | – |
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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% |