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 | $885,610 | +20.6% | 3,252 | +25.3% | 0.01% | +37.5% |
| Q2 2023 | $734,341 | +9.3% | 2,595 | -3.7% | 0.01% | 0.0% |
| Q1 2023 | $672,042 | -2.1% | 2,694 | -16.4% | 0.01% | 0.0% |
| Q4 2022 | $686,427 | +12.7% | 3,221 | +13.1% | 0.01% | 0.0% |
| Q3 2022 | $609,000 | -6.6% | 2,847 | -2.7% | 0.01% | 0.0% |
| Q2 2022 | $652,000 | -15.7% | 2,927 | +8.9% | 0.01% | -11.1% |
| Q1 2022 | $773,000 | +94.2% | 2,687 | +116.9% | 0.01% | +125.0% |
| Q4 2021 | $398,000 | +10.6% | 1,239 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $360,000 | -52.3% | 1,239 | -26.7% | 0.00% | 0.0% |
| Q2 2021 | $754,000 | +108.3% | 1,691 | +19.9% | 0.00% | -20.0% |
| Q1 2021 | $362,000 | +10.7% | 1,410 | +9.3% | 0.01% | 0.0% |
| Q4 2020 | $327,000 | +11.2% | 1,290 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $294,000 | -41.4% | 1,290 | -48.0% | 0.01% | -44.4% |
| Q2 2020 | $502,000 | +127.1% | 2,482 | +75.8% | 0.01% | +125.0% |
| Q1 2020 | $221,000 | -3.1% | 1,412 | +12.8% | 0.00% | 0.0% |
| Q4 2019 | $228,000 | -66.4% | 1,252 | -69.3% | 0.00% | -66.7% |
| Q3 2019 | $679,000 | -12.2% | 4,082 | -13.8% | 0.01% | -14.3% |
| Q2 2019 | $773,000 | +0.3% | 4,734 | -4.0% | 0.01% | 0.0% |
| Q1 2019 | $771,000 | +28.5% | 4,932 | +10.5% | 0.01% | +7.7% |
| Q4 2018 | $600,000 | -30.3% | 4,465 | -16.4% | 0.01% | -18.8% |
| Q3 2018 | $861,000 | -13.3% | 5,344 | -19.4% | 0.02% | -20.0% |
| Q2 2018 | $993,000 | -0.2% | 6,631 | -5.4% | 0.02% | 0.0% |
| Q1 2018 | $995,000 | -6.7% | 7,012 | -7.5% | 0.02% | -4.8% |
| Q4 2017 | $1,066,000 | +158.7% | 7,577 | +144.2% | 0.02% | +133.3% |
| Q3 2017 | $412,000 | +4.6% | 3,103 | -0.0% | 0.01% | 0.0% |
| Q2 2017 | $394,000 | +4.2% | 3,104 | +0.0% | 0.01% | 0.0% |
| Q1 2017 | $378,000 | +9.2% | 3,103 | 0.0% | 0.01% | +12.5% |
| Q4 2016 | $346,000 | -22.2% | 3,103 | -25.8% | 0.01% | -33.3% |
| Q4 2015 | $445,000 | – | 4,180 | – | 0.01% | – |
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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% |