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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $10,262,393 | +10.0% | 36,268 | -3.0% | 5.53% | +7.5% |
| Q1 2023 | $9,328,308 | +9.0% | 37,397 | -6.5% | 5.14% | -2.8% |
| Q3 2022 | $8,558,000 | +5.9% | 40,000 | +10.3% | 5.29% | +7.9% |
| Q2 2022 | $8,082,000 | -16.3% | 36,258 | +8.0% | 4.90% | -2.4% |
| Q1 2022 | $9,659,000 | +0.6% | 33,586 | +2.5% | 5.02% | -2.8% |
| Q4 2021 | $9,603,000 | +2.3% | 32,751 | +1.2% | 5.17% | -1.1% |
| Q3 2021 | $9,387,000 | +8.4% | 32,349 | +7.2% | 5.23% | +5.7% |
| Q2 2021 | $8,657,000 | +10.4% | 30,184 | +0.6% | 4.94% | +4.0% |
| Q1 2021 | $7,841,000 | +20.4% | 29,999 | +17.1% | 4.76% | +5.7% |
| Q4 2020 | $6,515,000 | +10.3% | 25,624 | +0.0% | 4.50% | -4.9% |
| Q3 2020 | $5,908,000 | +3.6% | 25,621 | -4.5% | 4.73% | -7.3% |
| Q2 2020 | $5,700,000 | +20.3% | 26,822 | -1.5% | 5.10% | +4.8% |
| Q1 2020 | $4,737,000 | -10.7% | 27,227 | +1.3% | 4.87% | +10.9% |
| Q4 2019 | $5,305,000 | – | 26,889 | – | 4.39% | – |
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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% |