VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,349,296 | +6.4% | 8,627 | +10.6% | 0.08% | +9.9% |
| Q2 2023 | $2,207,886 | +4.2% | 7,802 | -8.2% | 0.07% | 0.0% |
| Q1 2023 | $2,119,331 | +31.8% | 8,496 | +12.6% | 0.07% | +1.4% |
| Q4 2022 | $1,607,409 | -7.2% | 7,542 | -6.9% | 0.07% | -12.5% |
| Q3 2022 | $1,733,000 | -11.9% | 8,102 | -8.1% | 0.08% | -11.1% |
| Q2 2022 | $1,966,000 | -15.3% | 8,819 | +11.1% | 0.09% | -2.2% |
| Q1 2022 | $2,320,000 | -10.1% | 7,935 | -1.4% | 0.09% | -4.2% |
| Q4 2021 | $2,582,000 | +10.6% | 8,045 | -0.0% | 0.10% | +2.1% |
| Q3 2021 | $2,335,000 | -10.6% | 8,047 | -11.7% | 0.09% | -15.3% |
| Q2 2021 | $2,613,000 | +10.8% | 9,109 | -0.7% | 0.11% | 0.0% |
| Q1 2021 | $2,358,000 | +0.4% | 9,175 | -1.1% | 0.11% | -13.3% |
| Q4 2020 | $2,349,000 | +4.2% | 9,273 | -6.4% | 0.13% | -8.6% |
| Q3 2020 | $2,255,000 | +11.0% | 9,906 | -1.5% | 0.14% | +5.3% |
| Q2 2020 | $2,031,000 | +19.3% | 10,053 | -7.5% | 0.13% | -3.6% |
| Q1 2020 | $1,702,000 | -15.8% | 10,863 | -2.1% | 0.14% | -9.2% |
| Q4 2019 | $2,021,000 | +11.4% | 11,094 | +1.7% | 0.15% | -1.9% |
| Q3 2019 | $1,814,000 | +58.8% | 10,908 | +56.1% | 0.16% | +39.6% |
| Q2 2019 | $1,142,000 | +5.4% | 6,990 | +0.9% | 0.11% | -9.0% |
| Q1 2019 | $1,083,000 | +13.6% | 6,925 | -2.4% | 0.12% | -8.3% |
| Q4 2018 | $953,000 | -31.0% | 7,098 | -17.3% | 0.13% | -22.7% |
| Q3 2018 | $1,382,000 | +14.7% | 8,583 | +6.6% | 0.17% | 0.0% |
| Q2 2018 | $1,205,000 | +10.1% | 8,048 | +4.3% | 0.17% | +0.6% |
| Q1 2018 | $1,094,000 | +12.3% | 7,713 | +11.4% | 0.17% | +7.5% |
| Q4 2017 | $974,000 | +7.5% | 6,925 | +5.3% | 0.16% | +1.9% |
| Q3 2017 | $906,000 | +23.1% | 6,575 | +16.5% | 0.16% | +12.2% |
| Q2 2017 | $736,000 | -44.7% | 5,646 | -47.1% | 0.14% | +5.3% |
| Q1 2017 | $1,332,000 | +156.6% | 10,678 | +129.2% | 0.13% | +8.2% |
| Q4 2016 | $519,000 | – | 4,659 | – | 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% |