VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,799 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,458 | +9.4% | 49 | 0.0% | 0.01% | +7.7% |
| Q1 2024 | $16,869 | +10.7% | 49 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $15,233 | -87.5% | 49 | -89.1% | 0.01% | -87.4% |
| Q3 2023 | $122,061 | -3.6% | 448 | 0.0% | 0.10% | +1.0% |
| Q2 2023 | $126,678 | +13.6% | 448 | +0.2% | 0.10% | +9.7% |
| Q1 2023 | $111,524 | +17.2% | 447 | +0.2% | 0.09% | +14.8% |
| Q4 2022 | $95,129 | +0.1% | 446 | +0.2% | 0.08% | -6.9% |
| Q3 2022 | $95,000 | -4.0% | 445 | +0.2% | 0.09% | +2.4% |
| Q2 2022 | $99,000 | -13.2% | 444 | +12.4% | 0.08% | -8.6% |
| Q1 2022 | $114,000 | -9.5% | 395 | +0.3% | 0.09% | -8.8% |
| Q4 2021 | $126,000 | – | 394 | – | 0.10% | – |
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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% |