VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380,689 | -3.8% | 1,398 | 0.0% | 0.05% | +11.9% |
| Q2 2023 | $395,578 | +13.4% | 1,398 | 0.0% | 0.04% | +5.0% |
| Q1 2023 | $348,717 | +17.0% | 1,398 | 0.0% | 0.04% | +29.0% |
| Q4 2022 | $297,928 | -15.8% | 1,398 | -15.4% | 0.03% | -24.4% |
| Q3 2022 | $354,000 | -3.8% | 1,653 | 0.0% | 0.04% | +5.1% |
| Q2 2022 | $368,000 | -52.5% | 1,653 | -38.6% | 0.04% | -48.7% |
| Q1 2022 | $774,000 | -17.0% | 2,693 | -7.4% | 0.08% | -13.6% |
| Q4 2021 | $933,000 | +9.6% | 2,908 | -0.9% | 0.09% | -2.2% |
| Q3 2021 | $851,000 | +1.1% | 2,934 | 0.0% | 0.09% | +1.1% |
| Q2 2021 | $842,000 | +144.1% | 2,934 | +118.6% | 0.09% | +122.5% |
| Q1 2021 | $345,000 | +45.0% | 1,342 | +42.6% | 0.04% | +29.0% |
| Q4 2020 | $238,000 | +11.2% | 941 | 0.0% | 0.03% | -27.9% |
| Q3 2020 | $214,000 | – | 941 | – | 0.04% | – |
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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% |