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 | $34,973,653 | +1.9% | 128,433 | +5.9% | 3.20% | +5.7% |
| Q2 2023 | $34,324,268 | +230.3% | 121,304 | +191.2% | 3.02% | +212.1% |
| Q1 2023 | $10,390,770 | +1068.1% | 41,656 | +898.0% | 0.97% | +988.8% |
| Q4 2022 | $889,521 | +13.7% | 4,174 | +14.2% | 0.09% | +8.5% |
| Q3 2022 | $782,000 | -3.7% | 3,654 | +0.4% | 0.08% | -1.2% |
| Q2 2022 | $812,000 | -24.4% | 3,641 | -2.5% | 0.08% | -10.8% |
| Q1 2022 | $1,074,000 | -10.1% | 3,733 | +0.2% | 0.09% | -16.2% |
| Q4 2021 | $1,195,000 | +7.6% | 3,724 | -2.7% | 0.11% | -3.5% |
| Q3 2021 | $1,111,000 | -1.0% | 3,829 | -2.1% | 0.12% | -5.0% |
| Q2 2021 | $1,122,000 | +12.1% | 3,911 | +0.5% | 0.12% | +1.7% |
| Q1 2021 | $1,001,000 | -2.4% | 3,893 | -3.8% | 0.12% | -10.5% |
| Q4 2020 | $1,026,000 | +12.0% | 4,048 | +0.5% | 0.13% | -5.0% |
| Q3 2020 | $916,000 | +8.8% | 4,026 | -3.3% | 0.14% | +4.5% |
| Q2 2020 | $842,000 | +105.9% | 4,164 | +59.5% | 0.13% | +34.0% |
| Q1 2020 | $409,000 | -32.6% | 2,611 | -42.2% | 0.10% | -14.5% |
| Q4 2018 | $607,000 | – | 4,519 | – | 0.12% | – |
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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% |