VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,093 | +7.8% | 11,358 | +12.0% | 0.27% | +7.2% |
| Q2 2023 | $2,869 | -21.3% | 10,138 | -30.7% | 0.25% | -14.0% |
| Q1 2023 | $3,647 | +35.5% | 14,622 | +15.8% | 0.29% | +15.4% |
| Q4 2022 | $2,691 | -99.9% | 12,627 | -27.1% | 0.25% | -29.9% |
| Q3 2022 | $3,706,000 | +81.6% | 17,322 | +89.2% | 0.36% | +79.6% |
| Q2 2022 | $2,041,000 | -26.4% | 9,155 | -5.1% | 0.20% | -8.2% |
| Q1 2022 | $2,774,000 | -33.9% | 9,646 | -26.2% | 0.22% | -30.9% |
| Q4 2021 | $4,194,000 | +18.8% | 13,071 | +7.4% | 0.32% | +7.1% |
| Q3 2021 | $3,531,000 | +1.3% | 12,170 | +0.2% | 0.30% | +1.0% |
| Q2 2021 | $3,485,000 | +15.4% | 12,151 | +3.5% | 0.29% | -1.7% |
| Q1 2021 | $3,019,000 | +3.1% | 11,743 | +1.6% | 0.30% | -3.2% |
| Q4 2020 | $2,929,000 | +33.7% | 11,561 | +20.1% | 0.31% | +1.7% |
| Q3 2020 | $2,191,000 | +6.0% | 9,628 | -5.9% | 0.30% | -1.0% |
| Q2 2020 | $2,067,000 | +34.0% | 10,227 | +3.9% | 0.31% | -0.6% |
| Q1 2020 | $1,542,000 | -14.6% | 9,842 | -0.7% | 0.31% | +21.7% |
| Q4 2019 | $1,806,000 | -25.6% | 9,916 | -32.1% | 0.25% | -33.4% |
| Q3 2019 | $2,428,000 | +5.2% | 14,604 | +3.3% | 0.38% | +4.4% |
| Q2 2019 | $2,309,000 | -72.4% | 14,133 | +978.9% | 0.36% | +642.9% |
| Q1 2019 | $8,374,000 | +104575.0% | 1,310 | +19.1% | 0.05% | -14.0% |
| Q4 2018 | $8,000 | -99.8% | 1,100 | +3828.6% | 0.06% | -92.9% |
| Q3 2018 | $4,431,000 | -18.1% | 28 | -99.9% | 0.80% | +7.1% |
| Q2 2018 | $5,413,000 | +34.7% | 36,130 | +27.6% | 0.75% | -20.8% |
| Q1 2018 | $4,018,000 | +207.7% | 28,321 | +204.9% | 0.94% | +179.0% |
| Q4 2017 | $1,306,000 | – | 9,289 | – | 0.34% | – |
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% |