VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $999,378 | -8.9% | 3,670 | -5.4% | 0.15% | -4.4% |
| Q2 2023 | $1,097,320 | +13.4% | 3,878 | 0.0% | 0.16% | +6.7% |
| Q1 2023 | $967,329 | +12.1% | 3,878 | -4.2% | 0.15% | +6.4% |
| Q4 2022 | $862,882 | -0.4% | 4,049 | 0.0% | 0.14% | -11.3% |
| Q3 2022 | $866,000 | -4.1% | 4,049 | 0.0% | 0.16% | +14.4% |
| Q2 2022 | $903,000 | -23.9% | 4,049 | -1.9% | 0.14% | -13.1% |
| Q1 2022 | $1,187,000 | -0.2% | 4,127 | +11.4% | 0.16% | +2.6% |
| Q4 2021 | $1,189,000 | – | 3,704 | – | 0.16% | – |
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% |