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 | $3,026,453 | -23.4% | 11,114 | -20.5% | 2.78% | -18.7% |
| Q2 2023 | $3,953,517 | +17.8% | 13,972 | +3.8% | 3.42% | +6.6% |
| Q1 2023 | $3,357,213 | +20.4% | 13,459 | +2.9% | 3.21% | +11.5% |
| Q4 2022 | $2,787,479 | +64.8% | 13,080 | +65.5% | 2.88% | +24.5% |
| Q3 2022 | $1,691,000 | -4.4% | 7,902 | -0.4% | 2.31% | +1.1% |
| Q2 2022 | $1,769,000 | +22.6% | 7,936 | +58.2% | 2.28% | +30.8% |
| Q1 2022 | $1,443,000 | -3.5% | 5,018 | +7.6% | 1.75% | +1.5% |
| Q4 2021 | $1,496,000 | – | 4,663 | – | 1.72% | – |
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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% |