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 | $6,554 | -8.3% | 24,071 | -4.7% | 2.58% | -5.5% |
| Q2 2023 | $7,146 | -2.6% | 25,256 | -14.1% | 2.74% | -8.7% |
| Q1 2023 | $7,337 | +15.6% | 29,417 | -1.2% | 3.00% | +8.6% |
| Q4 2022 | $6,347 | -99.9% | 29,786 | -0.3% | 2.76% | -9.1% |
| Q3 2022 | $6,392,000 | -9.4% | 29,879 | -5.6% | 3.04% | -6.3% |
| Q2 2022 | $7,053,000 | -70.9% | 31,645 | -62.4% | 3.24% | -67.3% |
| Q1 2022 | $24,202,000 | -49.4% | 84,151 | -43.5% | 9.92% | -51.4% |
| Q4 2021 | $47,793,000 | +7.1% | 148,934 | -3.1% | 20.42% | +0.3% |
| Q3 2021 | $44,614,000 | +0.1% | 153,754 | -1.0% | 20.36% | +2.0% |
| Q2 2021 | $44,561,000 | +9.6% | 155,370 | -1.8% | 19.95% | -0.4% |
| Q1 2021 | $40,655,000 | +0.7% | 158,167 | -0.7% | 20.03% | -7.3% |
| Q4 2020 | $40,354,000 | +7.3% | 159,288 | -3.6% | 21.62% | -2.4% |
| Q3 2020 | $37,596,000 | +10.7% | 165,181 | -1.7% | 22.16% | -7.8% |
| Q2 2020 | $33,953,000 | +155.4% | 168,013 | +98.0% | 24.02% | +232.4% |
| Q1 2020 | $13,295,000 | -22.1% | 84,853 | -9.4% | 7.22% | -13.1% |
| Q4 2019 | $17,066,000 | -29.4% | 93,687 | -35.5% | 8.32% | -42.4% |
| Q3 2019 | $24,159,000 | +62.3% | 145,293 | +59.5% | 14.44% | +44.0% |
| Q2 2019 | $14,883,000 | -14.5% | 91,089 | -18.1% | 10.03% | -13.1% |
| Q1 2019 | $17,401,000 | +13.3% | 111,249 | -2.7% | 11.54% | -5.6% |
| Q4 2018 | $15,353,000 | -40.7% | 114,296 | -28.9% | 12.22% | -35.9% |
| Q3 2018 | $25,881,000 | +12.0% | 160,713 | +4.2% | 19.08% | +6.0% |
| Q2 2018 | $23,107,000 | +32.3% | 154,248 | +25.3% | 18.00% | +18.6% |
| Q1 2018 | $17,460,000 | +19.4% | 123,066 | +18.4% | 15.18% | +26.8% |
| Q4 2017 | $14,621,000 | – | 103,954 | – | 11.97% | – |
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% |