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 | $1,111,569 | -9.3% | 4,082 | -5.8% | 0.82% | -6.4% |
| Q2 2023 | $1,225,783 | +159092.6% | 4,332 | +19.9% | 0.88% | +56.5% |
| Q4 2022 | $770 | -99.9% | 3,613 | -0.3% | 0.56% | -19.8% |
| Q3 2022 | $776,000 | -2.6% | 3,625 | +1.4% | 0.70% | +5.6% |
| Q2 2022 | $797,000 | -22.5% | 3,575 | 0.0% | 0.66% | -7.8% |
| Q1 2022 | $1,028,000 | -37.4% | 3,575 | -30.2% | 0.72% | -35.3% |
| Q4 2021 | $1,643,000 | +10.2% | 5,120 | -0.4% | 1.11% | -3.1% |
| Q3 2021 | $1,491,000 | +5.7% | 5,140 | -6.4% | 1.14% | -2.9% |
| Q1 2021 | $1,411,000 | -4.7% | 5,490 | -6.1% | 1.18% | -10.4% |
| Q4 2020 | $1,481,000 | +11.4% | 5,845 | 0.0% | 1.31% | -2.3% |
| Q3 2020 | $1,330,000 | -77.5% | 5,845 | -80.0% | 1.34% | -0.4% |
| Q2 2020 | $5,905,000 | +53.6% | 29,225 | +19.0% | 1.35% | +31.6% |
| Q1 2020 | $3,845,000 | +1169.0% | 24,550 | +1374.5% | 1.02% | +233.6% |
| Q4 2019 | $303,000 | +10.6% | 1,665 | +1.2% | 0.31% | -3.8% |
| Q3 2019 | $274,000 | +30.5% | 1,646 | +28.0% | 0.32% | +29.1% |
| Q2 2019 | $210,000 | +4.5% | 1,286 | 0.0% | 0.25% | -2.0% |
| Q1 2019 | $201,000 | -4.3% | 1,286 | -1.2% | 0.25% | +3.7% |
| Q3 2018 | $210,000 | – | 1,301 | – | 0.24% | – |
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% |