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 | $836,343 | -4.7% | 3,071 | -1.0% | 0.39% | -0.3% |
Q2 2023 | $877,527 | +9.5% | 3,101 | -3.5% | 0.39% | +2.6% |
Q1 2023 | $801,248 | +17.1% | 3,212 | 0.0% | 0.38% | +14.7% |
Q4 2022 | $684,533 | -0.4% | 3,212 | 0.0% | 0.33% | -18.9% |
Q3 2022 | $687,000 | -4.1% | 3,212 | 0.0% | 0.41% | -2.1% |
Q2 2022 | $716,000 | -22.3% | 3,212 | +0.2% | 0.42% | -13.4% |
Q1 2022 | $922,000 | -10.1% | 3,207 | +0.3% | 0.49% | -1.2% |
Q4 2021 | $1,026,000 | +10.6% | 3,197 | 0.0% | 0.49% | +4.5% |
Q3 2021 | $928,000 | +1.2% | 3,197 | 0.0% | 0.47% | -3.5% |
Q2 2021 | $917,000 | +9.0% | 3,197 | -2.3% | 0.49% | -1.6% |
Q1 2021 | $841,000 | -6.9% | 3,273 | -8.1% | 0.50% | -12.7% |
Q4 2020 | $903,000 | +8.9% | 3,563 | -2.2% | 0.57% | -6.1% |
Q3 2020 | $829,000 | +11.3% | 3,642 | -1.2% | 0.60% | +5.0% |
Q2 2020 | $745,000 | +29.3% | 3,688 | +0.4% | 0.58% | +8.7% |
Q1 2020 | $576,000 | -52.4% | 3,674 | -44.7% | 0.53% | -39.9% |
Q4 2019 | $1,210,000 | – | 6,642 | – | 0.88% | – |
Download |
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% |