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 | $1,303,256 | +0.2% | 4,786 | +4.1% | 0.27% | +10.2% |
| Q2 2023 | $1,300,658 | +358.9% | 4,597 | +304.7% | 0.24% | +329.8% |
| Q1 2023 | $283,434 | +24.8% | 1,136 | +6.6% | 0.06% | +83.9% |
| Q4 2022 | $227,149 | -2.1% | 1,066 | -1.7% | 0.03% | -45.6% |
| Q3 2022 | $232,000 | -23.2% | 1,084 | -20.1% | 0.06% | -6.6% |
| Q2 2022 | $302,000 | -20.5% | 1,357 | +2.7% | 0.06% | -10.3% |
| Q1 2022 | $380,000 | -38.0% | 1,321 | -30.8% | 0.07% | -33.3% |
| Q4 2021 | $613,000 | -13.3% | 1,909 | -21.6% | 0.10% | -18.4% |
| Q3 2021 | $707,000 | +13.3% | 2,436 | +11.9% | 0.12% | +9.6% |
| Q2 2021 | $624,000 | +40.2% | 2,176 | +25.8% | 0.11% | +11.8% |
| Q1 2021 | $445,000 | +16.2% | 1,730 | +14.4% | 0.10% | +6.2% |
| Q4 2020 | $383,000 | +78.1% | 1,512 | +60.5% | 0.10% | +37.1% |
| Q3 2020 | $215,000 | -17.9% | 942 | -27.3% | 0.07% | -30.0% |
| Q2 2020 | $262,000 | -21.3% | 1,295 | -39.0% | 0.10% | -34.2% |
| Q1 2020 | $333,000 | +7.8% | 2,124 | +25.4% | 0.15% | +31.0% |
| Q4 2019 | $309,000 | -0.3% | 1,694 | -9.1% | 0.12% | -16.5% |
| Q3 2019 | $310,000 | +38.4% | 1,863 | +37.9% | 0.14% | +43.3% |
| Q2 2019 | $224,000 | +24.4% | 1,351 | +17.4% | 0.10% | +5.4% |
| Q1 2019 | $180,000 | +757.1% | 1,151 | +647.4% | 0.09% | +557.1% |
| Q4 2018 | $21,000 | -34.4% | 154 | -21.8% | 0.01% | -26.3% |
| Q3 2018 | $32,000 | +52.4% | 197 | +27.9% | 0.02% | +18.8% |
| Q1 2018 | $21,000 | -4.5% | 154 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $22,000 | +4.8% | 154 | +0.7% | 0.02% | -15.8% |
| Q3 2017 | $21,000 | +10.5% | 153 | 0.0% | 0.02% | -5.0% |
| Q2 2017 | $19,000 | +5.6% | 153 | +0.7% | 0.02% | +5.3% |
| Q1 2017 | $18,000 | +5.9% | 152 | 0.0% | 0.02% | -17.4% |
| Q4 2016 | $17,000 | – | 152 | – | 0.02% | – |
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% |