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 | $10,131,566 | -3.8% | 37,206 | 0.0% | 2.43% | -0.5% |
| Q2 2023 | $10,527,810 | +13.4% | 37,206 | 0.0% | 2.44% | +7.9% |
| Q1 2023 | $9,280,665 | +17.0% | 37,206 | 0.0% | 2.26% | +14.0% |
| Q4 2022 | $7,928,971 | -0.4% | 37,206 | +0.0% | 1.98% | -8.9% |
| Q3 2022 | $7,958,000 | -4.0% | 37,194 | +0.0% | 2.18% | +2.5% |
| Q2 2022 | $8,289,000 | -22.5% | 37,187 | +0.0% | 2.12% | -9.3% |
| Q1 2022 | $10,694,000 | -60.2% | 37,182 | -55.6% | 2.34% | -57.9% |
| Q4 2021 | $26,853,000 | -18.6% | 83,679 | -26.4% | 5.56% | -21.4% |
| Q3 2021 | $32,997,000 | +1.2% | 113,716 | 0.0% | 7.08% | +2.6% |
| Q2 2021 | $32,615,000 | +11.6% | 113,716 | -0.0% | 6.90% | +5.8% |
| Q1 2021 | $29,230,000 | +1.3% | 113,717 | -0.2% | 6.52% | -3.3% |
| Q4 2020 | $28,860,000 | +11.3% | 113,918 | -0.0% | 6.74% | -2.2% |
| Q3 2020 | $25,939,000 | +12.6% | 113,962 | 0.0% | 6.90% | +2.1% |
| Q2 2020 | $23,031,000 | +29.8% | 113,962 | +0.6% | 6.75% | +9.8% |
| Q1 2020 | $17,746,000 | -14.0% | 113,253 | 0.0% | 6.15% | -1.4% |
| Q4 2019 | $20,631,000 | +9.5% | 113,253 | -0.0% | 6.24% | +3.1% |
| Q3 2019 | $18,836,000 | +1.8% | 113,280 | 0.0% | 6.05% | -5.6% |
| Q2 2019 | $18,509,000 | +4.5% | 113,280 | 0.0% | 6.41% | +1.4% |
| Q1 2019 | $17,719,000 | +16.4% | 113,280 | -0.1% | 6.32% | +29.7% |
| Q4 2018 | $15,226,000 | -10.3% | 113,348 | 0.0% | 4.87% | -10.9% |
| Q2 2018 | $16,981,000 | +5.5% | 113,348 | -0.1% | 5.47% | +2.5% |
| Q1 2018 | $16,092,000 | +0.9% | 113,418 | 0.0% | 5.34% | +1.9% |
| Q4 2017 | $15,952,000 | – | 113,418 | – | 5.24% | – |
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% |