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 | $1,374,076 | -3.8% | 5,046 | 0.0% | 0.16% | +2.6% |
| Q2 2023 | $1,427,816 | +37.1% | 5,046 | +20.9% | 0.15% | +31.6% |
| Q1 2023 | $1,041,412 | +17.0% | 4,175 | 0.0% | 0.12% | +12.5% |
| Q4 2022 | $889,734 | -0.4% | 4,175 | 0.0% | 0.10% | -8.0% |
| Q3 2022 | $893,000 | -4.1% | 4,175 | 0.0% | 0.11% | +4.6% |
| Q2 2022 | $931,000 | -22.5% | 4,175 | 0.0% | 0.11% | -11.5% |
| Q1 2022 | $1,201,000 | -30.7% | 4,175 | -22.7% | 0.12% | -28.2% |
| Q4 2021 | $1,733,000 | +6.2% | 5,400 | -4.0% | 0.17% | -5.6% |
| Q3 2021 | $1,632,000 | +1.2% | 5,625 | 0.0% | 0.18% | -3.7% |
| Q2 2021 | $1,613,000 | +10.1% | 5,625 | -1.3% | 0.19% | -2.1% |
| Q1 2021 | $1,465,000 | -6.7% | 5,700 | -8.1% | 0.19% | -15.5% |
| Q4 2020 | $1,571,000 | +11.3% | 6,200 | 0.0% | 0.23% | -2.2% |
| Q3 2020 | $1,411,000 | +11.2% | 6,200 | -1.3% | 0.23% | -0.4% |
| Q2 2020 | $1,269,000 | +29.6% | 6,281 | +0.5% | 0.23% | +11.5% |
| Q1 2020 | $979,000 | -14.0% | 6,250 | 0.0% | 0.21% | +17.5% |
| Q4 2019 | $1,139,000 | +9.6% | 6,250 | 0.0% | 0.18% | 0.0% |
| Q3 2019 | $1,039,000 | +1.8% | 6,250 | 0.0% | 0.18% | -2.7% |
| Q2 2019 | $1,021,000 | +4.4% | 6,250 | 0.0% | 0.18% | 0.0% |
| Q1 2019 | $978,000 | +16.4% | 6,250 | 0.0% | 0.18% | +9.0% |
| Q4 2018 | $840,000 | -16.6% | 6,250 | 0.0% | 0.17% | +16.8% |
| Q3 2018 | $1,007,000 | +6.7% | 6,250 | -0.8% | 0.14% | -2.1% |
| Q2 2018 | $944,000 | +5.6% | 6,300 | 0.0% | 0.15% | +5.0% |
| Q1 2018 | $894,000 | -0.7% | 6,300 | -1.6% | 0.14% | +1.5% |
| Q4 2017 | $900,000 | -47.1% | 6,400 | -50.0% | 0.14% | +3.0% |
| Q3 2017 | $1,700,000 | +105.8% | 12,800 | +96.9% | 0.13% | -2.9% |
| Q2 2017 | $826,000 | +4.4% | 6,500 | 0.0% | 0.14% | +2.2% |
| Q1 2017 | $791,000 | +9.1% | 6,500 | 0.0% | 0.13% | +6.3% |
| Q4 2016 | $725,000 | -0.7% | 6,500 | 0.0% | 0.13% | -3.8% |
| Q3 2016 | $730,000 | +4.7% | 6,500 | 0.0% | 0.13% | +0.8% |
| Q2 2016 | $697,000 | +31.0% | 6,500 | +30.0% | 0.13% | +68.8% |
| Q1 2016 | $532,000 | – | 5,000 | – | 0.08% | – |
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% |