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 | $66,925,901 | -7.6% | 245,771 | -4.0% | 0.03% | -6.7% |
Q2 2023 | $72,440,307 | +10.4% | 256,009 | -2.7% | 0.03% | +7.1% |
Q1 2023 | $65,644,875 | +12.7% | 263,169 | -3.8% | 0.03% | +7.7% |
Q4 2022 | $58,270,028 | -18.8% | 273,427 | -18.5% | 0.03% | -25.7% |
Q3 2022 | $71,801,000 | -5.4% | 335,599 | -1.5% | 0.04% | 0.0% |
Q2 2022 | $75,931,000 | -21.9% | 340,668 | +0.7% | 0.04% | -7.9% |
Q1 2022 | $97,268,000 | -27.2% | 338,205 | -18.8% | 0.04% | -19.1% |
Q4 2021 | $133,673,000 | +17.1% | 416,556 | +5.9% | 0.05% | +4.4% |
Q3 2021 | $114,110,000 | -3.3% | 393,251 | -4.4% | 0.04% | -4.3% |
Q2 2021 | $117,982,000 | +173.9% | 411,360 | +145.4% | 0.05% | +147.4% |
Q1 2021 | $43,080,000 | +217.1% | 167,602 | +212.6% | 0.02% | +216.7% |
Q4 2020 | $13,584,000 | +11.7% | 53,618 | +0.4% | 0.01% | -14.3% |
Q3 2020 | $12,160,000 | +11.9% | 53,423 | -0.7% | 0.01% | +16.7% |
Q2 2020 | $10,870,000 | +15.9% | 53,790 | -10.1% | 0.01% | -14.3% |
Q1 2020 | $9,375,000 | -9.8% | 59,833 | +4.9% | 0.01% | +16.7% |
Q4 2019 | $10,394,000 | +18.4% | 57,059 | +8.0% | 0.01% | +20.0% |
Q3 2019 | $8,781,000 | -60.4% | 52,811 | -61.1% | 0.01% | -64.3% |
Q2 2019 | $22,188,000 | +165.8% | 135,797 | +154.4% | 0.01% | +180.0% |
Q1 2019 | $8,349,000 | +26.2% | 53,376 | +8.4% | 0.01% | 0.0% |
Q4 2018 | $6,615,000 | -27.8% | 49,248 | -13.5% | 0.01% | -16.7% |
Q3 2018 | $9,168,000 | +8.3% | 56,932 | +0.8% | 0.01% | 0.0% |
Q2 2018 | $8,463,000 | -55.3% | 56,489 | -57.7% | 0.01% | -57.1% |
Q1 2018 | $18,926,000 | +138.7% | 133,391 | +136.7% | 0.01% | +133.3% |
Q4 2017 | $7,928,000 | +7.0% | 56,364 | +1.0% | 0.01% | 0.0% |
Q3 2017 | $7,408,000 | +5.8% | 55,806 | +1.2% | 0.01% | +20.0% |
Q2 2017 | $7,005,000 | +888.0% | 55,143 | +845.7% | 0.01% | +400.0% |
Q1 2017 | $709,000 | +72.5% | 5,831 | +58.2% | 0.00% | – |
Q4 2016 | $411,000 | +1.5% | 3,687 | +2.3% | 0.00% | – |
Q3 2016 | $405,000 | +8.9% | 3,605 | +3.9% | 0.00% | – |
Q2 2016 | $372,000 | -33.3% | 3,470 | -33.8% | 0.00% | – |
Q1 2016 | $558,000 | -37.4% | 5,244 | -37.4% | 0.00% | -100.0% |
Q4 2015 | $892,000 | +75.9% | 8,380 | +65.8% | 0.00% | – |
Q3 2015 | $507,000 | -25.2% | 5,053 | -20.2% | 0.00% | -100.0% |
Q2 2015 | $678,000 | +35.9% | 6,335 | +32.9% | 0.00% | – |
Q1 2015 | $499,000 | -0.2% | 4,767 | -0.4% | 0.00% | – |
Q4 2014 | $500,000 | +53.4% | 4,786 | +46.3% | 0.00% | – |
Q3 2014 | $326,000 | -10.9% | 3,271 | -11.7% | 0.00% | – |
Q2 2014 | $366,000 | +22.4% | 3,705 | +15.9% | 0.00% | – |
Q1 2014 | $299,000 | – | 3,198 | – | 0.00% | – |
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% |