VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,775,626 | +20.0% | 6,521 | +24.7% | 2.31% | +12.4% |
| Q2 2023 | $1,479,834 | +59.2% | 5,230 | +40.3% | 2.06% | +62.9% |
| Q1 2023 | $929,611 | +17.1% | 3,727 | +0.0% | 1.26% | +11.4% |
| Q4 2022 | $794,003 | -0.4% | 3,726 | +0.0% | 1.13% | -6.2% |
| Q3 2022 | $797,000 | -10.1% | 3,725 | -6.4% | 1.21% | -6.4% |
| Q2 2022 | $887,000 | -14.1% | 3,981 | +0.0% | 1.29% | +4.5% |
| Q1 2022 | $1,033,000 | -19.1% | 3,980 | +0.0% | 1.24% | -15.9% |
| Q4 2021 | $1,277,000 | – | 3,979 | – | 1.47% | – |
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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% |