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 | $583,885 | -3.2% | 2,144 | +0.6% | 0.21% | -3.3% |
Q2 2023 | $602,990 | +13.3% | 2,131 | -0.1% | 0.21% | +2.4% |
Q1 2023 | $532,056 | +23.2% | 2,133 | +5.2% | 0.21% | +10.6% |
Q4 2022 | $431,974 | +11.0% | 2,027 | +11.4% | 0.19% | -4.1% |
Q3 2022 | $389,000 | +1.8% | 1,819 | +6.2% | 0.20% | +2.1% |
Q2 2022 | $382,000 | -22.4% | 1,712 | 0.0% | 0.19% | -11.1% |
Q1 2022 | $492,000 | -10.4% | 1,712 | 0.0% | 0.22% | -6.9% |
Q4 2021 | $549,000 | +10.5% | 1,712 | 0.0% | 0.23% | +2.2% |
Q3 2021 | $497,000 | +1.2% | 1,712 | 0.0% | 0.23% | -2.6% |
Q2 2021 | $491,000 | – | 1,712 | – | 0.23% | – |
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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% |