VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $378,311 | -1.3% | 1,389 | +2.5% | 0.27% | +1.9% |
| Q2 2023 | $383,453 | +16.4% | 1,355 | +2.6% | 0.27% | +11.8% |
| Q1 2023 | $329,529 | +34.9% | 1,321 | +15.3% | 0.24% | +30.1% |
| Q4 2022 | $244,224 | +3.9% | 1,146 | +4.2% | 0.18% | -5.7% |
| Q3 2022 | $235,000 | -61.1% | 1,100 | -47.6% | 0.19% | +42.6% |
| Q1 2022 | $604,000 | +28.8% | 2,100 | +43.8% | 0.14% | +3.8% |
| Q4 2021 | $469,000 | +10.6% | 1,460 | 0.0% | 0.13% | -2.2% |
| Q3 2021 | $424,000 | +96.3% | 1,460 | +93.9% | 0.13% | -16.2% |
| Q2 2021 | $216,000 | -14.6% | 753 | -23.0% | 0.16% | -22.7% |
| Q1 2021 | $253,000 | +2.8% | 978 | +0.7% | 0.21% | -5.0% |
| Q4 2020 | $246,000 | – | 971 | – | 0.22% | – |
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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% |