VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $540,535 | +20.9% | 1,985 | +25.6% | 0.00% | +50.0% |
| Q2 2023 | $447,077 | -37.7% | 1,580 | -45.0% | 0.00% | -50.0% |
| Q1 2023 | $717,140 | -86.2% | 2,875 | -88.2% | 0.00% | -86.2% |
| Q4 2022 | $5,203,507 | +31.7% | 24,417 | +32.2% | 0.03% | +26.1% |
| Q3 2022 | $3,952,000 | +68.2% | 18,473 | +87.8% | 0.02% | +283.3% |
| Q2 2022 | $2,350,000 | +233.8% | 9,835 | +301.9% | 0.01% | +100.0% |
| Q1 2022 | $704,000 | +28.9% | 2,447 | +43.7% | 0.00% | +50.0% |
| Q4 2021 | $546,000 | -34.3% | 1,703 | -67.9% | 0.00% | -60.0% |
| Q1 2020 | $831,000 | -85.1% | 5,301 | -87.2% | 0.01% | -85.7% |
| Q4 2018 | $5,581,000 | +5371.6% | 41,547 | +5552.7% | 0.04% | – |
| Q4 2017 | $102,000 | +10100.0% | 735 | +7250.0% | 0.00% | – |
| Q3 2017 | $1,000 | -99.8% | 10 | -99.8% | 0.00% | -100.0% |
| Q4 2016 | $450,000 | – | 4,034 | – | 0.00% | – |
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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% |