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 | $5,563,114 | -6.9% | 20,429 | -3.2% | 3.38% | +6.0% |
| Q2 2023 | $5,974,157 | +8.1% | 21,113 | -4.7% | 3.19% | +37.2% |
| Q1 2023 | $5,528,448 | +17.0% | 22,163 | -0.1% | 2.33% | +0.7% |
| Q4 2022 | $4,726,067 | -1.4% | 22,177 | -1.0% | 2.31% | +4.9% |
| Q3 2022 | $4,795,000 | +16.0% | 22,411 | +20.9% | 2.20% | +17.9% |
| Q2 2022 | $4,133,000 | -51.3% | 18,543 | -37.2% | 1.87% | +6.4% |
| Q1 2022 | $8,490,000 | +129.2% | 29,520 | +155.8% | 1.76% | +7.5% |
| Q4 2021 | $3,704,000 | +36.6% | 11,542 | +23.5% | 1.63% | +24.1% |
| Q3 2021 | $2,711,000 | +20.9% | 9,342 | +19.5% | 1.32% | +14.2% |
| Q2 2021 | $2,242,000 | +41.6% | 7,818 | +26.9% | 1.15% | +23.7% |
| Q1 2021 | $1,583,000 | +21.2% | 6,160 | +19.5% | 0.93% | +6.8% |
| Q4 2020 | $1,306,000 | +78.7% | 5,154 | +60.5% | 0.87% | +61.8% |
| Q3 2020 | $731,000 | +16.2% | 3,211 | +3.1% | 0.54% | +10.2% |
| Q2 2020 | $629,000 | +24.6% | 3,113 | -3.4% | 0.49% | +1.9% |
| Q1 2020 | $505,000 | +42.3% | 3,223 | +65.3% | 0.48% | +60.5% |
| Q4 2019 | $355,000 | – | 1,950 | – | 0.30% | – |
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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% |