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 | $9,161,830 | -5.2% | 33,645 | -1.5% | 2.44% | -2.7% |
| Q2 2023 | $9,669,387 | +2.0% | 34,172 | -10.0% | 2.50% | +3.1% |
| Q1 2023 | $9,475,902 | +31.6% | 37,989 | +12.4% | 2.43% | +17.7% |
| Q4 2022 | $7,203,104 | +40.8% | 33,800 | +41.3% | 2.06% | +15.1% |
| Q3 2022 | $5,117,000 | +18.7% | 23,915 | +23.6% | 1.79% | +19.2% |
| Q2 2022 | $4,311,000 | +0.8% | 19,343 | +30.1% | 1.50% | +18.9% |
| Q1 2022 | $4,275,000 | +71.8% | 14,864 | +91.7% | 1.26% | +48.7% |
| Q4 2021 | $2,488,000 | – | 7,752 | – | 0.85% | – |
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% |