VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,531,121 | +1.9% | 9,295 | +5.9% | 0.32% | -3.4% |
| Q2 2023 | $2,483,823 | +9.9% | 8,778 | -3.1% | 0.33% | +5.2% |
| Q1 2023 | $2,260,220 | +85.3% | 9,061 | +58.3% | 0.31% | +20.2% |
| Q4 2022 | $1,219,646 | +2.1% | 5,723 | +2.5% | 0.26% | -3.7% |
| Q3 2022 | $1,194,000 | -8.0% | 5,582 | -4.1% | 0.27% | -1.5% |
| Q2 2022 | $1,298,000 | -26.6% | 5,822 | -5.3% | 0.27% | -19.0% |
| Q1 2022 | $1,768,000 | -9.7% | 6,147 | +0.7% | 0.34% | -9.2% |
| Q4 2021 | $1,959,000 | +3.1% | 6,104 | -6.8% | 0.37% | -6.8% |
| Q3 2021 | $1,901,000 | +0.9% | 6,550 | -0.3% | 0.40% | +0.3% |
| Q2 2021 | $1,884,000 | +9.2% | 6,570 | -2.1% | 0.40% | -1.5% |
| Q1 2021 | $1,725,000 | +1.2% | 6,713 | -0.2% | 0.40% | -3.4% |
| Q4 2020 | $1,704,000 | +11.5% | 6,725 | +0.2% | 0.42% | +3.5% |
| Q3 2020 | $1,528,000 | +12.0% | 6,713 | -0.5% | 0.40% | +4.7% |
| Q2 2020 | $1,364,000 | +16.3% | 6,750 | -9.8% | 0.38% | -5.2% |
| Q1 2020 | $1,173,000 | -20.5% | 7,486 | -7.5% | 0.40% | -2.6% |
| Q4 2019 | $1,475,000 | -0.5% | 8,094 | -9.2% | 0.42% | -5.9% |
| Q3 2019 | $1,482,000 | -10.9% | 8,912 | -12.5% | 0.44% | -10.2% |
| Q2 2019 | $1,664,000 | – | 10,183 | – | 0.49% | – |
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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% |