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 2022 | $42,000 | -4.5% | 196 | 0.0% | 0.03% | +4.0% |
| Q2 2022 | $44,000 | +7.3% | 196 | +38.0% | 0.02% | +38.9% |
| Q1 2022 | $41,000 | -10.9% | 142 | 0.0% | 0.02% | -10.0% |
| Q4 2021 | $46,000 | +7.0% | 142 | -3.4% | 0.02% | -20.0% |
| Q3 2021 | $43,000 | +2.4% | 147 | +0.7% | 0.02% | +8.7% |
| Q2 2021 | $42,000 | +10.5% | 146 | 0.0% | 0.02% | -4.2% |
| Q1 2021 | $38,000 | -15.6% | 146 | -18.4% | 0.02% | -31.4% |
| Q4 2020 | $45,000 | +15.4% | 179 | 0.0% | 0.04% | -2.8% |
| Q3 2020 | $39,000 | -96.6% | 179 | -97.1% | 0.04% | -96.7% |
| Q4 2019 | $1,137,000 | – | 6,241 | – | 1.08% | – |
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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% |