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 | $279,941 | -3.8% | 1,028 | -0.1% | 0.08% | 0.0% |
| Q2 2023 | $291,112 | +14.4% | 1,029 | +0.8% | 0.08% | +12.3% |
| Q1 2023 | $254,571 | +123478.2% | 1,021 | +5.7% | 0.07% | +28.1% |
| Q4 2022 | $206 | -99.9% | 966 | +0.7% | 0.06% | -41.8% |
| Q3 2022 | $205,000 | -3.3% | 959 | +0.7% | 0.10% | +8.9% |
| Q2 2022 | $212,000 | -17.2% | 952 | +7.0% | 0.09% | -15.9% |
| Q1 2022 | $256,000 | -2.7% | 890 | +8.4% | 0.11% | 0.0% |
| Q4 2021 | $263,000 | +7.8% | 821 | -2.5% | 0.11% | -2.7% |
| Q3 2021 | $244,000 | – | 842 | – | 0.11% | – |
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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% |