VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,567,145 | -3.8% | 5,756 | 0.0% | 0.17% | +19.4% |
| Q2 2023 | $1,628,436 | +13.3% | 5,756 | -0.1% | 0.14% | +13.4% |
| Q1 2023 | $1,437,524 | +17.0% | 5,764 | 0.0% | 0.13% | +19.8% |
| Q4 2022 | $1,228,154 | -0.4% | 5,764 | +0.0% | 0.11% | -10.2% |
| Q3 2022 | $1,233,000 | -4.0% | 5,763 | 0.0% | 0.12% | +3.5% |
| Q2 2022 | $1,285,000 | -31.0% | 5,763 | -0.6% | 0.11% | -16.2% |
| Q4 2021 | $1,861,000 | – | 5,800 | – | 0.14% | – |
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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% |