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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $62,441 | +22.4% | 293 | +22.6% | 0.02% | -5.6% |
| Q3 2022 | $51,000 | -62.5% | 239 | -61.1% | 0.02% | -48.6% |
| Q2 2022 | $136,000 | +52.8% | 614 | +97.4% | 0.04% | +52.2% |
| Q1 2022 | $89,000 | -19.1% | 311 | -9.6% | 0.02% | -20.7% |
| Q4 2021 | $110,000 | +7.8% | 344 | -2.5% | 0.03% | -3.3% |
| Q3 2021 | $102,000 | 0.0% | 353 | -0.8% | 0.03% | 0.0% |
| Q2 2021 | $102,000 | +9.7% | 356 | -1.1% | 0.03% | +7.1% |
| Q1 2021 | $93,000 | -1.1% | 360 | -2.7% | 0.03% | -6.7% |
| Q4 2020 | $94,000 | +193.8% | 370 | +162.4% | 0.03% | +172.7% |
| Q3 2020 | $32,000 | +3.2% | 141 | -6.6% | 0.01% | -15.4% |
| Q2 2020 | $31,000 | +3.3% | 151 | -20.5% | 0.01% | -18.8% |
| Q1 2020 | $30,000 | -51.6% | 190 | -42.4% | 0.02% | -46.7% |
| Q4 2019 | $62,000 | – | 330 | – | 0.03% | – |
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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% |