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 | $89,614,501 | +0.6% | 329,090 | +4.5% | 9.48% | +2.6% |
| Q2 2023 | $89,115,705 | +11.7% | 314,941 | -1.6% | 9.24% | +8.9% |
| Q1 2023 | $79,813,317 | +29.2% | 319,970 | +10.4% | 8.48% | +21.3% |
| Q4 2022 | $61,786,343 | +9.3% | 289,927 | +9.8% | 6.99% | -1.0% |
| Q3 2022 | $56,508,000 | +0.3% | 264,116 | +4.5% | 7.06% | +1.6% |
| Q2 2022 | $56,317,000 | -19.1% | 252,666 | +4.3% | 6.95% | -13.6% |
| Q1 2022 | $69,650,000 | -2.0% | 242,176 | +9.3% | 8.04% | -11.5% |
| Q4 2021 | $71,106,000 | +20.1% | 221,584 | +8.6% | 9.09% | +5.4% |
| Q3 2021 | $59,225,000 | +10.4% | 204,106 | +9.1% | 8.62% | +2.2% |
| Q2 2021 | $53,664,000 | +16.9% | 187,105 | +4.8% | 8.43% | +7.9% |
| Q1 2021 | $45,894,000 | +5.5% | 178,549 | +4.0% | 7.81% | -3.7% |
| Q4 2020 | $43,499,000 | +13.4% | 171,704 | +1.9% | 8.11% | -1.4% |
| Q3 2020 | $38,361,000 | +12.9% | 168,537 | +0.3% | 8.23% | +1.1% |
| Q2 2020 | $33,972,000 | +28.0% | 168,103 | -0.7% | 8.14% | +11.3% |
| Q1 2020 | $26,537,000 | -7.1% | 169,358 | +8.0% | 7.31% | +12.9% |
| Q4 2019 | $28,573,000 | +12.2% | 156,846 | +2.5% | 6.47% | +4.0% |
| Q3 2019 | $25,455,000 | +2.7% | 153,088 | +0.9% | 6.23% | +1.4% |
| Q2 2019 | $24,781,000 | +13.1% | 151,666 | +8.3% | 6.14% | +7.9% |
| Q1 2019 | $21,904,000 | +24.8% | 140,031 | +7.2% | 5.69% | +15.1% |
| Q4 2018 | $17,550,000 | -9.1% | 130,651 | +8.9% | 4.94% | -6.3% |
| Q3 2018 | $19,317,000 | +10.0% | 119,950 | +2.3% | 5.28% | +8.9% |
| Q2 2018 | $17,568,000 | +20.6% | 117,270 | +14.2% | 4.84% | +20.1% |
| Q1 2018 | $14,565,000 | +0.3% | 102,660 | -0.6% | 4.03% | +7.7% |
| Q4 2017 | $14,522,000 | +5.3% | 103,246 | -0.6% | 3.74% | -0.5% |
| Q3 2017 | $13,790,000 | +7.2% | 103,882 | +2.6% | 3.76% | +3.7% |
| Q2 2017 | $12,858,000 | -0.7% | 101,215 | -12.9% | 3.63% | -3.6% |
| Q1 2017 | $12,947,000 | 0.0% | 116,141 | 0.0% | 3.76% | +1.1% |
| Q4 2016 | $12,947,000 | -0.8% | 116,141 | -0.0% | 3.72% | -0.5% |
| Q3 2016 | $13,047,000 | +0.9% | 116,191 | -3.7% | 3.74% | -3.2% |
| Q2 2016 | $12,934,000 | -0.5% | 120,656 | -1.2% | 3.87% | -1.5% |
| Q1 2016 | $12,995,000 | -4.4% | 122,072 | -4.4% | 3.93% | -1.8% |
| Q4 2015 | $13,589,000 | +0.6% | 127,727 | -5.2% | 4.00% | -2.9% |
| Q3 2015 | $13,514,000 | -53.9% | 134,746 | -50.8% | 4.12% | -8.8% |
| Q2 2015 | $29,294,000 | +99.9% | 273,650 | +100.9% | 4.51% | -0.2% |
| Q1 2015 | $14,657,000 | +7.0% | 136,230 | +3.8% | 4.52% | +7.5% |
| Q4 2014 | $13,704,000 | +5.2% | 131,281 | +0.4% | 4.21% | +12.5% |
| Q3 2014 | $13,030,000 | +0.8% | 130,727 | -0.0% | 3.74% | +2.5% |
| Q2 2014 | $12,930,000 | +5.2% | 130,739 | -0.6% | 3.65% | +2.2% |
| Q1 2014 | $12,292,000 | -5.3% | 131,489 | -5.8% | 3.57% | -8.4% |
| Q4 2013 | $12,985,000 | +3.3% | 139,544 | -6.1% | 3.90% | -14.9% |
| Q3 2013 | $12,575,000 | +8.2% | 148,624 | -0.1% | 4.58% | +18.3% |
| Q2 2013 | $11,627,000 | – | 148,774 | – | 3.87% | – |
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% |