VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,430,989 | +391.9% | 5,255 | +411.2% | 1.18% | +426.8% |
| Q2 2023 | $290,883 | +20.2% | 1,028 | -9.4% | 0.22% | +27.3% |
| Q1 2023 | $241,923 | +3.7% | 1,135 | +3.7% | 0.18% | +3.5% |
| Q4 2022 | $233,185 | -6.0% | 1,094 | -5.6% | 0.17% | +18.9% |
| Q3 2022 | $248,000 | -95.9% | 1,159 | -95.7% | 0.14% | -95.4% |
| Q2 2022 | $6,060,000 | -29.2% | 27,188 | -8.6% | 3.14% | +2.1% |
| Q1 2022 | $8,557,000 | -20.1% | 29,754 | -10.9% | 3.07% | -3.1% |
| Q4 2021 | $10,715,000 | +11.8% | 33,391 | +1.1% | 3.17% | +9.1% |
| Q3 2021 | $9,580,000 | -0.4% | 33,015 | -1.6% | 2.91% | +2.1% |
| Q2 2021 | $9,618,000 | +17.5% | 33,535 | +5.3% | 2.85% | +10.0% |
| Q1 2021 | $8,186,000 | +23.5% | 31,848 | +21.8% | 2.59% | +25.9% |
| Q4 2020 | $6,626,000 | +20.7% | 26,155 | +8.5% | 2.06% | -26.8% |
| Q3 2020 | $5,489,000 | +38.7% | 24,115 | +23.2% | 2.81% | -17.7% |
| Q2 2020 | $3,957,000 | – | 19,581 | – | 3.41% | – |
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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% |