VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,331 | -24.8% | 12,232 | -21.9% | 0.20% | -23.5% |
| Q2 2023 | $4,432 | +13.6% | 15,658 | 0.0% | 0.27% | +7.2% |
| Q1 2023 | $3,903 | +73.3% | 15,658 | +48.2% | 0.25% | +65.6% |
| Q4 2022 | $2,252 | -99.9% | 10,569 | 0.0% | 0.15% | -7.4% |
| Q3 2022 | $2,261,000 | -2.6% | 10,569 | +1.5% | 0.16% | 0.0% |
| Q2 2022 | $2,321,000 | +22.4% | 10,409 | +57.8% | 0.16% | +33.6% |
| Q1 2022 | $1,897,000 | -11.4% | 6,597 | -1.1% | 0.12% | -8.3% |
| Q4 2021 | $2,141,000 | +9.3% | 6,672 | -1.1% | 0.13% | +3.1% |
| Q3 2021 | $1,958,000 | +1.2% | 6,747 | 0.0% | 0.13% | +0.8% |
| Q2 2021 | $1,935,000 | +11.6% | 6,747 | 0.0% | 0.13% | +6.7% |
| Q1 2021 | $1,734,000 | +124.0% | 6,747 | +120.9% | 0.12% | +114.3% |
| Q4 2020 | $774,000 | +11.4% | 3,055 | 0.0% | 0.06% | -1.8% |
| Q3 2020 | $695,000 | +12.6% | 3,055 | 0.0% | 0.06% | +1.8% |
| Q2 2020 | $617,000 | +28.8% | 3,055 | 0.0% | 0.06% | +12.0% |
| Q1 2020 | $479,000 | -14.0% | 3,055 | 0.0% | 0.05% | -3.8% |
| Q4 2019 | $557,000 | +9.6% | 3,055 | 0.0% | 0.05% | +4.0% |
| Q3 2019 | $508,000 | +1.8% | 3,055 | 0.0% | 0.05% | -3.8% |
| Q2 2019 | $499,000 | +4.4% | 3,055 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $478,000 | +7.2% | 3,055 | -7.8% | 0.05% | 0.0% |
| Q4 2018 | $446,000 | -19.2% | 3,315 | -3.3% | 0.05% | -13.3% |
| Q3 2018 | $552,000 | -3.0% | 3,427 | -9.8% | 0.06% | -9.1% |
| Q2 2018 | $569,000 | +5.0% | 3,799 | -0.6% | 0.07% | 0.0% |
| Q1 2018 | $542,000 | -0.6% | 3,823 | -1.4% | 0.07% | -1.5% |
| Q4 2017 | $545,000 | -24.6% | 3,876 | -28.8% | 0.07% | -31.6% |
| Q3 2017 | $723,000 | +4.5% | 5,447 | 0.0% | 0.10% | -3.0% |
| Q2 2017 | $692,000 | +4.1% | 5,447 | -0.3% | 0.10% | -2.9% |
| Q1 2017 | $665,000 | -57.7% | 5,466 | -61.2% | 0.10% | -60.6% |
| Q4 2016 | $1,571,000 | +3.1% | 14,096 | +3.8% | 0.26% | -2.9% |
| Q3 2016 | $1,524,000 | -2.9% | 13,576 | -7.3% | 0.27% | -7.5% |
| Q2 2016 | $1,570,000 | -0.1% | 14,643 | -0.9% | 0.29% | -3.9% |
| Q1 2016 | $1,572,000 | +0.1% | 14,770 | 0.0% | 0.31% | -5.6% |
| Q4 2015 | $1,571,000 | +7.2% | 14,770 | +1.1% | 0.32% | +3.8% |
| Q3 2015 | $1,465,000 | -9.6% | 14,607 | -3.5% | 0.31% | -2.5% |
| Q2 2015 | $1,620,000 | +1.7% | 15,137 | -0.6% | 0.32% | +1.6% |
| Q1 2015 | $1,593,000 | +7.1% | 15,227 | +6.9% | 0.32% | +2.3% |
| Q4 2014 | $1,487,000 | -30.4% | 14,245 | -33.6% | 0.31% | -28.7% |
| Q3 2014 | $2,137,000 | -2.0% | 21,445 | -2.7% | 0.43% | +0.9% |
| Q2 2014 | $2,180,000 | +16.0% | 22,045 | +9.6% | 0.43% | +14.1% |
| Q1 2014 | $1,880,000 | +859.2% | 20,110 | +853.1% | 0.38% | +837.5% |
| Q4 2013 | $196,000 | +9.5% | 2,110 | 0.0% | 0.04% | -2.4% |
| Q3 2013 | $179,000 | +8.5% | 2,110 | 0.0% | 0.04% | +5.1% |
| Q2 2013 | $165,000 | – | 2,110 | – | 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% |