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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,888,155 | +10.2% | 20,809 | -2.9% | 0.67% | -15.8% |
| Q1 2023 | $5,344,486 | +118.3% | 21,426 | +95.1% | 0.80% | +21.1% |
| Q2 2022 | $2,448,000 | -69.9% | 10,982 | -61.2% | 0.66% | -49.1% |
| Q1 2022 | $8,134,000 | -37.4% | 28,285 | -36.9% | 1.30% | -46.2% |
| Q3 2021 | $13,000,000 | +0.2% | 44,801 | -0.9% | 2.41% | -7.6% |
| Q2 2021 | $12,971,000 | +19.8% | 45,226 | +7.3% | 2.61% | -15.2% |
| Q1 2021 | $10,831,000 | +16.8% | 42,137 | +15.1% | 3.07% | +2.8% |
| Q4 2020 | $9,274,000 | +12.0% | 36,607 | -10.7% | 2.99% | -12.6% |
| Q3 2020 | $8,281,000 | – | 40,979 | – | 3.42% | – |
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% |