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 | $97,332,651 | -8.1% | 357,433 | -4.5% | 3.18% | -5.2% |
| Q2 2023 | $105,873,637 | +8.7% | 374,165 | -4.2% | 3.35% | +2.5% |
| Q1 2023 | $97,418,557 | +17.2% | 390,549 | +0.2% | 3.27% | +7.5% |
| Q4 2022 | $83,094,167 | -54.9% | 389,912 | -52.8% | 3.04% | -18.8% |
| Q2 2022 | $184,288,000 | +57.6% | 826,808 | +103.3% | 3.75% | -7.0% |
| Q1 2022 | $116,941,000 | -12.9% | 406,611 | -2.8% | 4.03% | -4.4% |
| Q4 2021 | $134,296,000 | +35.3% | 418,499 | -2.6% | 4.22% | -12.4% |
| Q3 2021 | $99,270,000 | -16.0% | 429,773 | +4.3% | 4.81% | +1.2% |
| Q2 2021 | $118,129,000 | +18.1% | 411,871 | +5.8% | 4.76% | -18.8% |
| Q1 2021 | $100,048,000 | +1.5% | 389,230 | +0.1% | 5.86% | -1.4% |
| Q4 2020 | $98,540,000 | +7.2% | 388,964 | -3.7% | 5.94% | -22.3% |
| Q3 2020 | $91,926,000 | +5.7% | 403,878 | -6.1% | 7.65% | -2.0% |
| Q2 2020 | $86,942,000 | +24.6% | 430,217 | -3.4% | 7.81% | +2.4% |
| Q1 2020 | $69,762,000 | -16.8% | 445,222 | -3.3% | 7.62% | +10.8% |
| Q4 2019 | $83,895,000 | +8.7% | 460,528 | -0.8% | 6.88% | +5.9% |
| Q3 2019 | $77,160,000 | -0.3% | 464,036 | -2.0% | 6.50% | +0.9% |
| Q2 2019 | $77,382,000 | +3.2% | 473,607 | -1.2% | 6.44% | -1.8% |
| Q1 2019 | $74,991,000 | +13.7% | 479,421 | -2.3% | 6.56% | +2.4% |
| Q4 2018 | $65,946,000 | -25.4% | 490,927 | -10.6% | 6.40% | -20.1% |
| Q3 2018 | $88,410,000 | +12.9% | 548,991 | +5.0% | 8.01% | +1.2% |
| Q2 2018 | $78,339,000 | +16.8% | 522,918 | +10.6% | 7.92% | +9.3% |
| Q1 2018 | $67,055,000 | +5.8% | 472,619 | +4.9% | 7.24% | +5.3% |
| Q4 2017 | $63,387,000 | +16.5% | 450,671 | +10.0% | 6.88% | +8.7% |
| Q3 2017 | $54,398,000 | +5.7% | 409,781 | +1.2% | 6.33% | -4.7% |
| Q2 2017 | $51,448,000 | -2.3% | 404,976 | -6.4% | 6.64% | -8.8% |
| Q1 2017 | $52,649,000 | +15.0% | 432,759 | +5.4% | 7.27% | -2.3% |
| Q4 2016 | $45,777,000 | +3.5% | 410,631 | +4.2% | 7.45% | -5.0% |
| Q3 2016 | $44,237,000 | +7.0% | 393,956 | +2.2% | 7.84% | +7.1% |
| Q2 2016 | $41,324,000 | +2.5% | 385,483 | +1.8% | 7.32% | -0.3% |
| Q1 2016 | $40,317,000 | +32.7% | 378,737 | +32.6% | 7.34% | +11.3% |
| Q4 2015 | $30,391,000 | +18.0% | 285,654 | +11.3% | 6.60% | -4.1% |
| Q3 2015 | $25,746,000 | -0.1% | 256,713 | +6.6% | 6.88% | +2.1% |
| Q2 2015 | $25,777,000 | +0.8% | 240,792 | -1.5% | 6.74% | -4.3% |
| Q1 2015 | $25,571,000 | +11.7% | 244,437 | +11.5% | 7.05% | +10.7% |
| Q4 2014 | $22,888,000 | +23.5% | 219,259 | +17.9% | 6.37% | +21.0% |
| Q3 2014 | $18,530,000 | +5.6% | 185,911 | +4.8% | 5.26% | +2.2% |
| Q2 2014 | $17,548,000 | -2.5% | 177,433 | -7.8% | 5.15% | -11.7% |
| Q1 2014 | $17,993,000 | +4.4% | 192,485 | +3.9% | 5.83% | +5.0% |
| Q4 2013 | $17,234,000 | +8.9% | 185,209 | -1.0% | 5.55% | +6.5% |
| Q3 2013 | $15,827,000 | +5.5% | 187,060 | -2.6% | 5.21% | +2.8% |
| Q2 2013 | $15,002,000 | – | 191,958 | – | 5.07% | – |
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% |