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 | $704,194 | -0.5% | 2,586 | +3.4% | 0.05% | +4.3% |
| Q2 2023 | $707,966 | +105.2% | 2,502 | +80.9% | 0.05% | +91.7% |
| Q1 2023 | $344,976 | +15.5% | 1,383 | -1.4% | 0.02% | +9.1% |
| Q4 2022 | $298,780 | -5.4% | 1,402 | -5.1% | 0.02% | -12.0% |
| Q3 2022 | $316,000 | +35.0% | 1,478 | +40.8% | 0.02% | +38.9% |
| Q2 2022 | $234,000 | -24.3% | 1,050 | -2.4% | 0.02% | -14.3% |
| Q1 2022 | $309,000 | -10.4% | 1,076 | 0.0% | 0.02% | -4.5% |
| Q4 2021 | $345,000 | +10.6% | 1,076 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $312,000 | +1.0% | 1,076 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $309,000 | +66.1% | 1,076 | +48.6% | 0.02% | +57.1% |
| Q1 2021 | $186,000 | -5.1% | 724 | -6.5% | 0.01% | -12.5% |
| Q4 2020 | $196,000 | +39.0% | 774 | +25.0% | 0.02% | +23.1% |
| Q3 2020 | $141,000 | +12.8% | 619 | 0.0% | 0.01% | +8.3% |
| Q2 2020 | $125,000 | +28.9% | 619 | 0.0% | 0.01% | +33.3% |
| Q1 2020 | $97,000 | -34.9% | 619 | -24.4% | 0.01% | -18.2% |
| Q4 2019 | $149,000 | +204.1% | 819 | +179.5% | 0.01% | +175.0% |
| Q3 2019 | $49,000 | +2.1% | 293 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $48,000 | +4.3% | 293 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $46,000 | +17.9% | 293 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $39,000 | -17.0% | 293 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $47,000 | +6.8% | 293 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $44,000 | +4.8% | 293 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $42,000 | – | 293 | – | 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% |