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 | $563,682 | -7.4% | 2,070 | -3.8% | 0.35% | -8.1% |
| Q2 2023 | $608,647 | +13.4% | 2,151 | 0.0% | 0.38% | +2.1% |
| Q1 2023 | $536,545 | +19.4% | 2,151 | +7.6% | 0.38% | 0.0% |
| Q4 2022 | $449,236 | +6.2% | 2,000 | 0.0% | 0.38% | +0.8% |
| Q3 2022 | $423,000 | +42.4% | 2,000 | +100.0% | 0.37% | +43.1% |
| Q2 2022 | $297,000 | -22.5% | 1,000 | 0.0% | 0.26% | -4.8% |
| Q1 2022 | $383,000 | -14.5% | 1,000 | 0.0% | 0.27% | -11.4% |
| Q4 2021 | $448,000 | +10.6% | 1,000 | -28.4% | 0.31% | +2.7% |
| Q3 2021 | $405,000 | +1.2% | 1,396 | 0.0% | 0.30% | +7.5% |
| Q2 2021 | $400,000 | +7.2% | 1,396 | 0.0% | 0.28% | +0.4% |
| Q1 2021 | $373,000 | -9.2% | 1,396 | -11.4% | 0.28% | -13.7% |
| Q4 2020 | $411,000 | – | 1,575 | – | 0.32% | – |
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% |