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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,709,000 | -86.9% | 16,638 | -83.1% | 2.79% | -56.5% |
| Q1 2022 | $28,279,000 | -12.1% | 98,327 | -1.9% | 6.41% | -5.9% |
| Q4 2021 | $32,159,000 | +7.4% | 100,214 | -2.9% | 6.82% | +1.2% |
| Q3 2021 | $29,944,000 | -0.7% | 103,194 | -1.8% | 6.74% | -1.7% |
| Q2 2021 | $30,144,000 | +15.8% | 105,102 | +3.7% | 6.85% | +6.0% |
| Q1 2021 | $26,042,000 | -19.8% | 101,313 | -21.0% | 6.47% | +8.0% |
| Q4 2020 | $32,488,000 | +14.0% | 128,238 | +2.5% | 5.99% | -0.0% |
| Q3 2020 | $28,490,000 | +4.2% | 125,171 | -7.5% | 5.99% | +1.1% |
| Q2 2020 | $27,348,000 | +28.9% | 135,328 | -0.0% | 5.92% | +7.9% |
| Q1 2020 | $21,210,000 | -10.2% | 135,362 | +4.4% | 5.49% | +9.0% |
| Q4 2019 | $23,621,000 | -37.0% | 129,666 | -42.5% | 5.04% | -24.2% |
| Q3 2019 | $37,512,000 | +62.3% | 225,595 | +46.2% | 6.65% | +26.0% |
| Q2 2019 | $23,111,000 | -29.6% | 154,266 | -26.2% | 5.28% | -15.4% |
| Q1 2019 | $32,806,000 | +28.7% | 209,150 | +10.2% | 6.24% | +13.4% |
| Q4 2018 | $25,489,000 | -8.5% | 189,746 | +10.0% | 5.50% | -1.5% |
| Q3 2018 | $27,847,000 | +16.4% | 172,431 | +8.0% | 5.58% | +7.8% |
| Q2 2018 | $23,918,000 | +11.9% | 159,659 | +5.9% | 5.18% | +8.7% |
| Q1 2018 | $21,382,000 | +28.4% | 150,706 | +27.3% | 4.76% | +21.2% |
| Q4 2017 | $16,653,000 | – | 118,397 | – | 3.93% | – |
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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% |