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 | $735,002 | -46.6% | 2,678 | -44.9% | 0.46% | -35.8% |
| Q2 2023 | $1,376,365 | +23.0% | 4,864 | +8.5% | 0.71% | +20.5% |
| Q1 2023 | $1,118,821 | +19.9% | 4,485 | +2.9% | 0.59% | -2.5% |
| Q4 2022 | $932,879 | -0.0% | 4,360 | 0.0% | 0.61% | -0.3% |
| Q3 2022 | $933,000 | +46.9% | 4,360 | +64.6% | 0.61% | +58.7% |
| Q2 2022 | $635,000 | -50.4% | 2,649 | -39.1% | 0.38% | -37.9% |
| Q1 2022 | $1,279,000 | -8.4% | 4,353 | +0.1% | 0.62% | -3.1% |
| Q4 2021 | $1,396,000 | +14.7% | 4,350 | +3.7% | 0.64% | +1.4% |
| Q3 2021 | $1,217,000 | +6.3% | 4,194 | +5.1% | 0.63% | +5.5% |
| Q2 2021 | $1,145,000 | +12.5% | 3,992 | +0.8% | 0.60% | +3.8% |
| Q1 2021 | $1,018,000 | +0.2% | 3,961 | -1.2% | 0.57% | -5.1% |
| Q4 2020 | $1,016,000 | +13.0% | 4,010 | +1.5% | 0.60% | -4.7% |
| Q3 2020 | $899,000 | +15.3% | 3,950 | +5.4% | 0.63% | -2.0% |
| Q2 2020 | $780,000 | +16.1% | 3,746 | -12.7% | 0.65% | -8.2% |
| Q1 2020 | $672,000 | -22.0% | 4,289 | -1.8% | 0.70% | +11.0% |
| Q4 2019 | $861,000 | – | 4,366 | – | 0.64% | – |
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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% |