VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $580,634 | -7.9% | 2,052 | -18.8% | 0.06% | -14.1% |
| Q1 2023 | $630,335 | +215768.2% | 2,527 | +84.6% | 0.06% | +73.0% |
| Q4 2022 | $292 | -100.0% | 1,369 | -56.4% | 0.04% | -62.2% |
| Q3 2022 | $671,000 | -59.1% | 3,137 | -57.4% | 0.10% | -59.0% |
| Q2 2022 | $1,641,000 | -64.0% | 7,363 | -53.6% | 0.24% | -61.8% |
| Q1 2022 | $4,562,000 | -37.1% | 15,863 | -29.8% | 0.63% | -41.2% |
| Q4 2021 | $7,251,000 | -13.4% | 22,595 | -21.7% | 1.06% | -25.8% |
| Q3 2021 | $8,371,000 | -55.2% | 28,849 | -55.8% | 1.44% | -31.6% |
| Q2 2021 | $18,704,000 | +116.3% | 65,211 | +93.8% | 2.10% | +12.4% |
| Q1 2021 | $8,649,000 | +0.4% | 33,647 | -1.1% | 1.87% | -11.3% |
| Q4 2020 | $8,614,000 | +84.7% | 34,005 | +65.9% | 2.11% | +58.8% |
| Q3 2020 | $4,665,000 | +236.8% | 20,497 | +199.1% | 1.33% | +199.3% |
| Q2 2020 | $1,385,000 | +2329.8% | 6,853 | +2089.5% | 0.44% | +1540.7% |
| Q4 2019 | $57,000 | +9.6% | 313 | 0.0% | 0.03% | +3.8% |
| Q3 2019 | $52,000 | +2.0% | 313 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $51,000 | +4.1% | 313 | 0.0% | 0.03% | +8.3% |
| Q1 2019 | $49,000 | +16.7% | 313 | -7.1% | 0.02% | +1100.0% |
| Q4 2018 | $42,000 | -16.0% | 337 | +7.7% | 0.00% | -85.7% |
| Q3 2018 | $50,000 | +6.4% | 313 | 0.0% | 0.01% | +600.0% |
| Q2 2018 | $47,000 | +6.8% | 313 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $44,000 | 0.0% | 313 | 0.0% | 0.00% | -92.0% |
| Q4 2017 | $44,000 | +4.8% | 313 | 0.0% | 0.02% | -3.8% |
| Q3 2017 | $42,000 | -47.5% | 313 | -50.0% | 0.03% | +36.8% |
| Q2 2017 | $80,000 | +110.5% | 626 | +100.0% | 0.02% | -29.6% |
| Q1 2017 | $38,000 | +8.6% | 313 | 0.0% | 0.03% | -3.6% |
| Q4 2016 | $35,000 | – | 313 | – | 0.03% | – |
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% |