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 | $522,395 | -14.6% | 1,918 | -11.3% | 0.34% | -11.6% |
| Q2 2023 | $611,922 | +35.2% | 2,163 | +19.3% | 0.38% | +28.8% |
| Q1 2023 | $452,638 | +20.0% | 1,813 | +2.5% | 0.30% | +10.5% |
| Q4 2022 | $377,052 | +3.6% | 1,769 | +4.1% | 0.27% | -7.9% |
| Q3 2022 | $364,000 | -1.4% | 1,699 | +3.1% | 0.29% | +4.3% |
| Q2 2022 | $369,000 | -22.0% | 1,648 | +0.2% | 0.28% | -10.6% |
| Q1 2022 | $473,000 | -10.1% | 1,644 | +0.1% | 0.31% | -18.2% |
| Q4 2021 | $526,000 | +9.6% | 1,643 | -0.8% | 0.38% | +4.1% |
| Q3 2021 | $480,000 | +1.1% | 1,656 | +0.2% | 0.36% | -0.5% |
| Q2 2021 | $475,000 | +11.8% | 1,653 | +0.1% | 0.37% | +1.7% |
| Q1 2021 | $425,000 | +1.4% | 1,652 | -0.1% | 0.36% | -4.7% |
| Q4 2020 | $419,000 | – | 1,653 | – | 0.38% | – |
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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% |