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 | $1,798,608 | -30.4% | 6,605 | -27.7% | 0.09% | -28.0% |
| Q2 2023 | $2,584,840 | +289.3% | 9,135 | +243.2% | 0.12% | +204.9% |
| Q1 2023 | $664,009 | +28.3% | 2,662 | +9.6% | 0.04% | +10.8% |
| Q4 2022 | $517,431 | -12.3% | 2,428 | -11.9% | 0.04% | -24.5% |
| Q3 2022 | $590,000 | +17.5% | 2,757 | +22.4% | 0.05% | +16.7% |
| Q2 2022 | $502,000 | -12.7% | 2,252 | +12.5% | 0.04% | +2.4% |
| Q1 2022 | $575,000 | -16.5% | 2,001 | -6.8% | 0.04% | -19.6% |
| Q4 2021 | $689,000 | +202.2% | 2,148 | +173.6% | 0.05% | +64.5% |
| Q3 2021 | $228,000 | +128.0% | 785 | +58.9% | 0.03% | -43.6% |
| Q2 2020 | $100,000 | – | 494 | – | 0.06% | – |
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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% |