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 | $962,324 | +101304.0% | 3,534 | +5.4% | 0.21% | +36.6% |
| Q2 2023 | $949 | -26.4% | 3,354 | -35.1% | 0.15% | -27.8% |
| Q1 2023 | $1,289 | +167.4% | 5,169 | +128.6% | 0.21% | +135.6% |
| Q4 2022 | $482 | -99.9% | 2,261 | -36.0% | 0.09% | -56.9% |
| Q3 2022 | $962,324 | +130.8% | 3,534 | +102.8% | 0.21% | +124.7% |
| Q2 2022 | $417,000 | -73.5% | 1,743 | -69.2% | 0.09% | -70.9% |
| Q1 2022 | $1,576,000 | – | 5,665 | – | 0.32% | – |
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% |