VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,362,095 | -6.7% | 5,002 | -3.1% | 0.92% | +3.2% |
| Q2 2023 | $1,460,640 | +14.0% | 5,162 | +0.5% | 0.89% | -0.2% |
| Q1 2023 | $1,281,373 | +48.8% | 5,137 | +27.1% | 0.89% | +40.7% |
| Q4 2022 | $861,178 | +17.3% | 4,041 | +17.8% | 0.63% | +7.7% |
| Q3 2022 | $734,000 | +8.6% | 3,429 | +13.1% | 0.59% | +6.3% |
| Q2 2022 | $676,000 | -30.9% | 3,033 | -10.9% | 0.55% | -24.6% |
| Q1 2022 | $979,000 | -28.3% | 3,405 | -20.0% | 0.73% | -26.2% |
| Q4 2021 | $1,366,000 | – | 4,258 | – | 0.99% | – |
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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% |