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 | $637,478 | +0.3% | 2,341 | +4.2% | 0.22% | -0.9% |
Q2 2023 | $635,528 | +21.0% | 2,246 | +6.6% | 0.23% | +16.5% |
Q1 2023 | $525,321 | +16.9% | 2,106 | -0.1% | 0.19% | +11.5% |
Q4 2022 | $449,236 | -99.9% | 2,108 | -0.0% | 0.17% | -8.4% |
Q3 2022 | $451,221,000 | -4.1% | 2,109 | -0.1% | 0.19% | -0.5% |
Q2 2022 | $470,521,000 | -20.8% | 2,111 | -0.6% | 0.19% | -9.0% |
Q1 2022 | $593,753,000 | -12.6% | 2,123 | +0.3% | 0.21% | -9.1% |
Q4 2021 | $679,024,000 | +10.6% | 2,116 | 0.0% | 0.23% | +0.4% |
Q3 2021 | $614,000,000 | -6.1% | 2,116 | -7.2% | 0.23% | -10.9% |
Q2 2021 | $653,927,000 | +52.1% | 2,280 | +36.3% | 0.26% | +45.8% |
Q1 2021 | $430,028,000 | -6.2% | 1,673 | -7.5% | 0.18% | -18.8% |
Q4 2020 | $458,292,000 | +553.7% | 1,809 | +487.3% | 0.22% | +505.6% |
Q3 2020 | $70,104,000 | +12.6% | 308 | 0.0% | 0.04% | +2.9% |
Q2 2020 | $62,244,000 | +129575.0% | 308 | 0.0% | 0.04% | +9.4% |
Q1 2020 | $48,000 | -14.3% | 308 | 0.0% | 0.03% | +6.7% |
Q4 2019 | $56,000 | – | 308 | – | 0.03% | – |
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% |