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 | $8,809,508 | +5.4% | 32,351 | +9.5% | 4.10% | -0.7% |
| Q2 2023 | $8,358,929 | +21.6% | 29,541 | +7.2% | 4.13% | +7.3% |
| Q1 2023 | $6,871,830 | +26.0% | 27,549 | +7.6% | 3.85% | +17.8% |
| Q4 2022 | $5,454,129 | +5.4% | 25,593 | +5.8% | 3.26% | +1.7% |
| Q3 2022 | $5,176,000 | +16.9% | 24,191 | +21.8% | 3.21% | +19.6% |
| Q2 2022 | $4,426,000 | -13.5% | 19,858 | +11.6% | 2.68% | -4.1% |
| Q1 2022 | $5,116,000 | -8.0% | 17,788 | +2.7% | 2.80% | -18.7% |
| Q4 2021 | $5,559,000 | +7.5% | 17,322 | -2.8% | 3.44% | -17.0% |
| Q3 2021 | $5,169,000 | -0.6% | 17,814 | -1.8% | 4.14% | -1.4% |
| Q2 2021 | $5,200,000 | +18.7% | 18,132 | +4.9% | 4.20% | +0.0% |
| Q4 2020 | $4,379,000 | – | 17,287 | – | 4.20% | – |
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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% |