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 | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $6,821,000 | +31.9% | 64,113 | +24.3% | 0.78% | -39.8% |
| Q3 2015 | $5,171,000 | -9.9% | 51,561 | -3.8% | 1.30% | -7.7% |
| Q2 2015 | $5,736,000 | -6.8% | 53,581 | -8.9% | 1.40% | -7.3% |
| Q1 2015 | $6,153,000 | -3.4% | 58,827 | -3.6% | 1.51% | -5.8% |
| Q4 2014 | $6,367,000 | -10.1% | 60,997 | -14.1% | 1.61% | -30.1% |
| Q3 2014 | $7,079,000 | -5.3% | 71,017 | -6.1% | 2.30% | +0.2% |
| Q2 2014 | $7,476,000 | +4.7% | 75,601 | -1.0% | 2.29% | +2.1% |
| Q1 2014 | $7,141,000 | +10.0% | 76,396 | +9.5% | 2.24% | +3.7% |
| Q4 2013 | $6,492,000 | -34.9% | 69,768 | -40.8% | 2.16% | -44.0% |
| Q3 2013 | $9,968,000 | +23.7% | 117,814 | +14.3% | 3.87% | +1.3% |
| Q2 2013 | $8,055,000 | – | 103,075 | – | 3.82% | – |
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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% |