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 | $4,619 | -3.7% | 16,962 | +0.0% | 1.91% | +1.9% |
| Q2 2023 | $4,797 | +13.3% | 16,955 | -0.1% | 1.88% | +4.1% |
| Q1 2023 | $4,234 | -41.4% | 16,973 | -49.9% | 1.80% | +11.0% |
| Q4 2022 | $7,222 | -99.8% | 33,888 | +100.2% | 1.62% | -7.0% |
| Q3 2022 | $3,621,000 | -3.9% | 16,926 | +0.2% | 1.74% | +1.6% |
| Q2 2022 | $3,766,000 | -22.4% | 16,895 | +0.1% | 1.72% | -8.2% |
| Q1 2022 | $4,852,000 | -8.6% | 16,872 | +2.0% | 1.87% | -0.6% |
| Q4 2021 | $5,307,000 | +4.5% | 16,537 | -5.5% | 1.88% | -8.5% |
| Q3 2021 | $5,077,000 | -10.1% | 17,497 | -11.1% | 2.06% | -4.9% |
| Q2 2021 | $5,647,000 | +11.5% | 19,690 | -0.1% | 2.16% | +4.4% |
| Q1 2021 | $5,066,000 | +1.6% | 19,709 | +0.1% | 2.07% | -2.7% |
| Q4 2020 | $4,987,000 | +11.6% | 19,685 | +0.3% | 2.13% | +6.5% |
| Q3 2020 | $4,468,000 | +9.5% | 19,628 | -2.8% | 2.00% | -0.9% |
| Q2 2020 | $4,081,000 | +29.2% | 20,196 | +0.2% | 2.02% | +2.5% |
| Q1 2020 | $3,158,000 | -14.0% | 20,155 | 0.0% | 1.97% | +13.3% |
| Q4 2019 | $3,672,000 | +9.8% | 20,155 | +0.2% | 1.74% | +1.8% |
| Q3 2019 | $3,344,000 | +2.1% | 20,111 | +0.4% | 1.71% | +3.9% |
| Q2 2019 | $3,274,000 | +2.3% | 20,037 | -2.0% | 1.64% | -1.7% |
| Q1 2019 | $3,199,000 | +16.5% | 20,450 | 0.0% | 1.67% | -0.1% |
| Q4 2018 | $2,747,000 | -16.3% | 20,450 | +0.3% | 1.68% | +3.7% |
| Q3 2018 | $3,282,000 | +7.5% | 20,379 | 0.0% | 1.62% | -1.5% |
| Q2 2018 | $3,053,000 | +5.8% | 20,379 | +0.2% | 1.64% | +0.9% |
| Q1 2018 | $2,885,000 | +1.1% | 20,336 | +0.2% | 1.62% | +6.4% |
| Q4 2017 | $2,855,000 | +6.2% | 20,297 | +0.3% | 1.53% | -1.7% |
| Q3 2017 | $2,688,000 | +4.8% | 20,246 | +0.2% | 1.55% | +0.2% |
| Q2 2017 | $2,566,000 | +3.8% | 20,198 | -0.7% | 1.55% | +2.8% |
| Q1 2017 | $2,473,000 | +9.4% | 20,331 | +0.2% | 1.51% | +3.7% |
| Q4 2016 | $2,261,000 | +1.1% | 20,284 | +1.9% | 1.45% | +3.2% |
| Q3 2016 | $2,236,000 | +2.9% | 19,913 | -1.7% | 1.41% | -3.2% |
| Q2 2016 | $2,172,000 | +0.5% | 20,258 | -0.3% | 1.46% | +0.6% |
| Q1 2016 | $2,162,000 | -4.5% | 20,314 | -4.5% | 1.45% | -1.6% |
| Q4 2015 | $2,263,000 | +4.4% | 21,269 | -1.6% | 1.47% | -8.3% |
| Q3 2015 | $2,167,000 | -7.0% | 21,604 | -0.7% | 1.60% | -0.2% |
| Q2 2015 | $2,330,000 | +2.8% | 21,763 | +0.4% | 1.61% | +5.0% |
| Q1 2015 | $2,267,000 | -6.7% | 21,673 | -6.8% | 1.53% | -5.9% |
| Q4 2014 | $2,429,000 | +12.5% | 23,265 | +7.4% | 1.63% | +8.0% |
| Q3 2014 | $2,159,000 | +1.0% | 21,659 | +0.2% | 1.51% | +6.1% |
| Q2 2014 | $2,138,000 | +6.0% | 21,617 | +0.2% | 1.42% | +0.4% |
| Q1 2014 | $2,017,000 | +0.5% | 21,573 | 0.0% | 1.42% | -3.6% |
| Q4 2013 | $2,007,000 | +10.0% | 21,573 | 0.0% | 1.47% | -0.3% |
| Q3 2013 | $1,825,000 | +8.2% | 21,573 | 0.0% | 1.47% | -0.3% |
| Q2 2013 | $1,686,000 | – | 21,573 | – | 1.48% | – |
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% |