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 | $29,038,007 | -8.0% | 106,636 | -4.4% | 6.20% | -3.0% |
Q2 2023 | $31,563,305 | +18.6% | 111,547 | -10.7% | 6.40% | +16.8% |
Q1 2023 | $26,609,030 | 0.0% | 124,861 | 0.0% | 5.47% | 0.0% |
Q4 2022 | $26,609,030 | -1.9% | 124,861 | -1.6% | 5.47% | -15.2% |
Q3 2022 | $27,136,000 | -4.8% | 126,833 | -0.8% | 6.46% | -0.6% |
Q2 2022 | $28,506,000 | -19.3% | 127,894 | +4.1% | 6.50% | -16.3% |
Q1 2022 | $35,328,000 | -11.0% | 122,836 | -0.7% | 7.76% | -10.8% |
Q4 2021 | $39,697,000 | +9.7% | 123,705 | -0.8% | 8.70% | +7.1% |
Q3 2021 | $36,191,000 | +0.4% | 124,722 | -0.8% | 8.12% | -2.2% |
Q2 2021 | $36,060,000 | +9.5% | 125,728 | -1.9% | 8.30% | -6.8% |
Q1 2021 | $32,927,000 | -3.0% | 128,100 | -4.4% | 8.91% | -13.6% |
Q4 2020 | $33,961,000 | +10.7% | 134,051 | -0.5% | 10.32% | +0.2% |
Q3 2020 | $30,677,000 | +12.4% | 134,779 | -0.2% | 10.29% | +7.3% |
Q2 2020 | $27,293,000 | +22.2% | 135,053 | -5.2% | 9.59% | +12.1% |
Q1 2020 | $22,333,000 | -17.2% | 142,527 | -3.7% | 8.56% | +5.1% |
Q4 2019 | $26,957,000 | +7.6% | 147,977 | -1.8% | 8.15% | +3.6% |
Q3 2019 | $25,044,000 | -1.1% | 150,616 | -2.8% | 7.86% | -2.1% |
Q2 2019 | $25,313,000 | -2.8% | 154,926 | -6.9% | 8.03% | -3.0% |
Q1 2019 | $26,033,000 | +16.2% | 166,433 | -0.2% | 8.28% | +3.7% |
Q4 2018 | $22,404,000 | -18.6% | 166,780 | -2.4% | 7.98% | -14.0% |
Q3 2018 | $27,523,000 | +5.1% | 170,910 | -2.3% | 9.28% | +2.5% |
Q2 2018 | $26,195,000 | +4.8% | 174,856 | -0.8% | 9.05% | +2.3% |
Q1 2018 | $25,003,000 | +5.9% | 176,227 | +5.0% | 8.84% | +2.6% |
Q4 2017 | $23,604,000 | +4.8% | 167,823 | -1.1% | 8.62% | +0.0% |
Q3 2017 | $22,526,000 | +4.8% | 169,690 | +0.3% | 8.62% | +1.2% |
Q2 2017 | $21,502,000 | +7.7% | 169,255 | +3.1% | 8.52% | +5.0% |
Q1 2017 | $19,963,000 | +12.4% | 164,090 | +1.9% | 8.12% | +9.4% |
Q4 2016 | $17,766,000 | -0.5% | 161,067 | +1.3% | 7.42% | -0.1% |
Q3 2016 | $17,859,000 | +4.8% | 159,040 | +0.1% | 7.43% | +0.8% |
Q2 2016 | $17,033,000 | +4.4% | 158,892 | +3.6% | 7.37% | -7.9% |
Q1 2016 | $16,321,000 | +5.1% | 153,325 | +5.0% | 8.00% | -5.4% |
Q4 2015 | $15,536,000 | +4.6% | 146,032 | -1.4% | 8.45% | +2.2% |
Q3 2015 | $14,856,000 | +1.8% | 148,133 | +8.6% | 8.27% | +6.2% |
Q2 2015 | $14,598,000 | +8.5% | 136,370 | +6.0% | 7.79% | +6.7% |
Q1 2015 | $13,455,000 | +2.9% | 128,616 | +2.7% | 7.30% | +2.5% |
Q4 2014 | $13,074,000 | +4.4% | 125,246 | -0.3% | 7.12% | +2.8% |
Q3 2014 | $12,525,000 | +7.8% | 125,661 | +6.9% | 6.92% | +9.3% |
Q2 2014 | $11,623,000 | +7.0% | 117,525 | +1.2% | 6.33% | +1.4% |
Q1 2014 | $10,858,000 | +7.5% | 116,152 | +7.0% | 6.24% | +3.7% |
Q4 2013 | $10,099,000 | +15.5% | 108,537 | +5.0% | 6.02% | +10.0% |
Q3 2013 | $8,746,000 | +16.7% | 103,374 | +7.8% | 5.47% | +16.4% |
Q2 2013 | $7,495,000 | – | 95,912 | – | 4.70% | – |
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% |