CBIZ Investment Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,063 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.85 and the average weighting 1.4%.

Quarter-by-quarter ownership
CBIZ Investment Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$321,252,683
+40.1%
858,940
+28.9%
18.06%
+13.3%
Q1 2024$229,378,604
+11.2%
666,411
+0.4%
15.94%
+1.5%
Q4 2023$206,297,975
+12.9%
663,594
-1.1%
15.70%
-6.5%
Q3 2023$182,794,494
-18.0%
671,274
-14.8%
16.79%
-11.7%
Q2 2023$222,979,655
+4.0%
788,025
-8.3%
19.00%
+1.4%
Q1 2023$214,309,651
+201.6%
859,163
+2476.4%
18.75%
-32.2%
Q4 2022$71,065,183
+1453.7%
33,34727.65%
+501.8%
Q3 2022$4,574,000
-97.2%
0
-100.0%
4.60%
-69.6%
Q2 2022$165,102,000
-21.2%
740,734
+13.5%
15.12%
-7.4%
Q4 2021$209,403,000
+9.1%
652,550
-1.3%
16.34%
+1.4%
Q3 2021$191,878,000
-0.3%
661,261
-1.4%
16.11%
-1.7%
Q2 2021$192,425,000
+5.9%
670,915
-5.1%
16.39%
+87.7%
Q1 2021$181,755,000
+2.8%
707,110
+1.3%
8.73%
-46.7%
Q4 2020$176,857,000
+8.0%
698,102
-3.0%
16.37%
-3.8%
Q3 2020$163,777,000
+0.7%
719,509
-10.6%
17.02%
-5.0%
Q2 2020$162,667,000
+27.4%
804,923
-1.2%
17.92%
+9.9%
Q1 2020$127,700,000
-15.7%
814,989
+1.7%
16.31%
+1.4%
Q4 2019$151,498,000801,32316.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 281,221$46,761,35634.72%
Permanens Capital L.P. 518,897$86,282,00024.14%
Jentner Corp 175,370$29,161,00023.80%
Peninsula Wealth, LLC 270,255$44,934,00022.45%
Merit Financial Group, LLC 1,152,379$191,618,00020.95%
Mosaic Family Wealth, LLC 298,040$49,558,00020.44%
CAPITAL WEALTH MANAGEMENT, LLC 94,149$15,655,00016.73%
McIlrath & Eck, LLC 186,577$31,024,00016.38%
Cable Hill Partners, LLC 294,683$49,000,00016.06%
Cornerstone Management, Inc. 207,874$34,565,28915.83%
View complete list of VANGUARD INDEX FDS shareholders