VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 2,073 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.38 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,004,183 | +4.1% | 32,096 | -4.2% | 0.94% | -2.0% |
| Q1 2024 | $11,535,983 | -2.8% | 33,515 | -12.2% | 0.96% | -12.7% |
| Q4 2023 | $11,872,845 | -2.7% | 38,191 | -14.8% | 1.10% | -13.6% |
| Q3 2023 | $12,206,121 | +0.3% | 44,824 | +4.3% | 1.27% | +0.1% |
| Q2 2023 | $12,164,990 | +14.7% | 42,992 | +1.1% | 1.27% | +11.1% |
| Q1 2023 | $10,610,067 | +26.8% | 42,536 | +8.3% | 1.14% | +16.4% |
| Q4 2022 | $8,368,699 | – | 39,269 | – | 0.98% | – |
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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% |