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 | $25,059,872 | -2.3% | 92,027 | +1.5% | 0.19% | +3.8% |
Q2 2023 | $25,654,851 | +20.5% | 90,666 | +6.2% | 0.18% | +13.0% |
Q1 2023 | $21,294,443 | +21.9% | 85,369 | +4.1% | 0.16% | +20.9% |
Q4 2022 | $17,470,118 | +75.6% | 81,977 | +76.3% | 0.13% | +63.4% |
Q3 2022 | $9,951,000 | -41.4% | 46,511 | -39.0% | 0.08% | -36.4% |
Q2 2022 | $16,994,000 | +43.9% | 76,242 | +85.7% | 0.13% | +67.5% |
Q1 2022 | $11,808,000 | -8.1% | 41,057 | +2.5% | 0.08% | -4.9% |
Q4 2021 | $12,851,000 | +15.5% | 40,047 | +4.4% | 0.08% | +8.0% |
Q3 2021 | $11,127,000 | -2.0% | 38,347 | -3.2% | 0.08% | +1.4% |
Q2 2021 | $11,357,000 | -16.6% | 39,597 | -25.2% | 0.07% | -19.6% |
Q1 2021 | $13,615,000 | -4.7% | 52,969 | -6.0% | 0.09% | -11.5% |
Q4 2020 | $14,279,000 | +4.5% | 56,362 | -6.1% | 0.10% | -11.1% |
Q3 2020 | $13,665,000 | +7.7% | 60,035 | -4.4% | 0.12% | +3.5% |
Q2 2020 | $12,692,000 | +11.8% | 62,804 | -13.3% | 0.11% | -7.4% |
Q1 2020 | $11,354,000 | -13.6% | 72,460 | +0.5% | 0.12% | +19.6% |
Q4 2019 | $13,134,000 | +8.3% | 72,100 | -1.1% | 0.10% | +2.0% |
Q3 2019 | $12,124,000 | -0.2% | 72,916 | -2.0% | 0.10% | -12.3% |
Q2 2019 | $12,151,000 | +5.7% | 74,371 | +1.1% | 0.11% | +0.9% |
Q1 2019 | $11,501,000 | +14.9% | 73,526 | -1.3% | 0.11% | +2.7% |
Q4 2018 | $10,011,000 | -16.7% | 74,526 | -0.1% | 0.11% | +0.9% |
Q3 2018 | $12,014,000 | +11.7% | 74,601 | +3.9% | 0.11% | +7.9% |
Q2 2018 | $10,752,000 | +7.7% | 71,770 | +2.0% | 0.10% | +4.1% |
Q1 2018 | $9,984,000 | -15.4% | 70,371 | -16.2% | 0.10% | -11.8% |
Q4 2017 | $11,807,000 | -2.2% | 83,946 | -7.7% | 0.11% | -8.3% |
Q3 2017 | $12,075,000 | +3.3% | 90,963 | -1.1% | 0.12% | -4.0% |
Q2 2017 | $11,684,000 | +5.1% | 91,973 | +0.6% | 0.12% | +5.0% |
Q1 2017 | $11,119,000 | +25.8% | 91,391 | +15.3% | 0.12% | +20.2% |
Q4 2016 | $8,837,000 | -5.2% | 79,271 | -4.5% | 0.10% | -11.6% |
Q3 2016 | $9,322,000 | +2.9% | 83,021 | -1.8% | 0.11% | -2.6% |
Q2 2016 | $9,059,000 | -9.3% | 84,506 | -9.9% | 0.12% | -16.7% |
Q1 2016 | $9,988,000 | -14.6% | 93,832 | -14.7% | 0.14% | -14.8% |
Q4 2015 | $11,697,000 | +2.2% | 109,946 | -3.7% | 0.16% | -6.9% |
Q3 2015 | $11,446,000 | -8.0% | 114,126 | -1.8% | 0.17% | +4.8% |
Q2 2015 | $12,442,000 | +1.9% | 116,226 | -0.4% | 0.17% | -4.0% |
Q1 2015 | $12,211,000 | +3.5% | 116,733 | +3.3% | 0.17% | +1.2% |
Q4 2014 | $11,794,000 | +15.2% | 112,978 | +10.0% | 0.17% | +8.2% |
Q3 2014 | $10,234,000 | +29.4% | 102,674 | +28.4% | 0.16% | +32.8% |
Q2 2014 | $7,906,000 | +201.3% | 79,939 | +184.8% | 0.12% | +183.3% |
Q1 2014 | $2,624,000 | +16.9% | 28,065 | +16.4% | 0.04% | +13.5% |
Q4 2013 | $2,244,000 | +10.0% | 24,115 | 0.0% | 0.04% | -5.1% |
Q3 2013 | $2,040,000 | +3.8% | 24,115 | -4.1% | 0.04% | -4.9% |
Q2 2013 | $1,965,000 | – | 25,150 | – | 0.04% | – |
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% |