VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $223,000 | -45.1% | 774 | -45.3% | 0.01% | -58.8% |
Q2 2021 | $406,000 | -1.9% | 1,414 | -12.1% | 0.02% | -5.6% |
Q1 2021 | $414,000 | +652.7% | 1,609 | +359.7% | 0.02% | +500.0% |
Q1 2019 | $55,000 | +17.0% | 350 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $47,000 | -16.1% | 350 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $56,000 | -78.3% | 350 | -85.6% | 0.00% | -93.2% |
Q1 2016 | $258,000 | 0.0% | 2,428 | 0.0% | 0.04% | 0.0% |
Q4 2015 | $258,000 | +5.7% | 2,428 | 0.0% | 0.04% | +4.8% |
Q3 2015 | $244,000 | -6.2% | 2,428 | 0.0% | 0.04% | +2.4% |
Q2 2015 | $260,000 | +2.4% | 2,428 | 0.0% | 0.04% | 0.0% |
Q1 2015 | $254,000 | +0.4% | 2,428 | 0.0% | 0.04% | 0.0% |
Q4 2014 | $253,000 | +4.5% | 2,428 | 0.0% | 0.04% | 0.0% |
Q3 2014 | $242,000 | +0.8% | 2,428 | 0.0% | 0.04% | +2.5% |
Q2 2014 | $240,000 | +5.7% | 2,428 | 0.0% | 0.04% | 0.0% |
Q1 2014 | $227,000 | +0.4% | 2,428 | 0.0% | 0.04% | 0.0% |
Q4 2013 | $226,000 | – | 2,428 | – | 0.04% | – |
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% |