VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $517,661 | +9.2% | 1,901 | 0.0% | 0.37% | +8.4% |
| Q2 2023 | $474,185 | 0.0% | 1,901 | 0.0% | 0.34% | 0.0% |
| Q1 2023 | $474,185 | +17.0% | 1,901 | 0.0% | 0.34% | +12.8% |
| Q4 2022 | $405,122 | -0.5% | 1,901 | 0.0% | 0.30% | -5.3% |
| Q3 2022 | $407,000 | -6.4% | 1,901 | -2.6% | 0.32% | +1.3% |
| Q2 2022 | $435,000 | -22.5% | 1,951 | 0.0% | 0.32% | -9.1% |
| Q1 2022 | $561,000 | -18.6% | 1,951 | -9.1% | 0.35% | -15.7% |
| Q4 2021 | $689,000 | +10.6% | 2,146 | 0.0% | 0.42% | +1.2% |
| Q3 2021 | $623,000 | +1.3% | 2,146 | 0.0% | 0.41% | -3.1% |
| Q2 2021 | $615,000 | +9.6% | 2,146 | -1.6% | 0.42% | +1.0% |
| Q1 2021 | $561,000 | +0.9% | 2,181 | -0.7% | 0.42% | -9.5% |
| Q4 2020 | $556,000 | +11.2% | 2,196 | 0.0% | 0.46% | -2.7% |
| Q3 2020 | $500,000 | +12.6% | 2,196 | 0.0% | 0.48% | +1.7% |
| Q2 2020 | $444,000 | +29.1% | 2,196 | 0.0% | 0.47% | +12.0% |
| Q1 2020 | $344,000 | -16.5% | 2,196 | -2.9% | 0.42% | +6.4% |
| Q4 2019 | $412,000 | – | 2,262 | – | 0.39% | – |
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% |