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 | $949,817 | -3.8% | 3,488 | 0.0% | 0.57% | -9.4% |
| Q2 2023 | $986,964 | +13.2% | 3,488 | -0.2% | 0.63% | +3.8% |
| Q1 2023 | $871,543 | +17.3% | 3,494 | +0.2% | 0.60% | +12.3% |
| Q4 2022 | $742,901 | +25.3% | 3,486 | +25.8% | 0.54% | -13.2% |
| Q3 2022 | $593,000 | -10.2% | 2,771 | -6.4% | 0.62% | -26.5% |
| Q2 2022 | $660,000 | -22.9% | 2,960 | -0.6% | 0.84% | -5.7% |
| Q1 2022 | $856,000 | -10.5% | 2,978 | 0.0% | 0.89% | -12.5% |
| Q4 2021 | $956,000 | +10.6% | 2,978 | 0.0% | 1.02% | -29.5% |
| Q3 2021 | $864,000 | +1.2% | 2,978 | 0.0% | 1.45% | +11.5% |
| Q2 2021 | $854,000 | +22.2% | 2,978 | +9.6% | 1.30% | +4.8% |
| Q1 2021 | $699,000 | +61.4% | 2,718 | +59.1% | 1.24% | +31.6% |
| Q4 2020 | $433,000 | – | 1,708 | – | 0.94% | – |
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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% |