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 | $285 | -99.9% | 1,048 | 0.0% | 0.14% | -2.1% |
Q2 2023 | $296,542 | +13.4% | 1,048 | 0.0% | 0.14% | +9.1% |
Q1 2023 | $261,413 | +117125.6% | 1,048 | 0.0% | 0.13% | +13.8% |
Q4 2022 | $223 | -99.9% | 1,048 | 0.0% | 0.12% | -4.1% |
Q3 2022 | $224,000 | -17.0% | 1,048 | -13.6% | 0.12% | -14.8% |
Q2 2022 | $270,000 | -27.0% | 1,213 | -5.6% | 0.14% | -15.0% |
Q1 2022 | $370,000 | -12.7% | 1,285 | -2.7% | 0.17% | +7.1% |
Q4 2021 | $424,000 | +9.8% | 1,320 | -0.8% | 0.16% | +4.0% |
Q3 2021 | $386,000 | +1.3% | 1,330 | 0.0% | 0.15% | 0.0% |
Q2 2021 | $381,000 | +11.4% | 1,330 | 0.0% | 0.15% | +2.7% |
Q1 2021 | $342,000 | +1.5% | 1,330 | 0.0% | 0.15% | -7.0% |
Q4 2020 | $337,000 | +11.2% | 1,330 | 0.0% | 0.16% | -6.0% |
Q3 2020 | $303,000 | +12.6% | 1,330 | 0.0% | 0.17% | +9.2% |
Q2 2020 | $269,000 | +29.3% | 1,330 | 0.0% | 0.15% | +7.7% |
Q1 2020 | $208,000 | -14.0% | 1,330 | 0.0% | 0.14% | +4.4% |
Q4 2019 | $242,000 | +9.5% | 1,330 | 0.0% | 0.14% | +4.6% |
Q3 2019 | $221,000 | +1.8% | 1,330 | 0.0% | 0.13% | 0.0% |
Q2 2019 | $217,000 | +4.3% | 1,330 | 0.0% | 0.13% | 0.0% |
Q1 2019 | $208,000 | -99.9% | 1,330 | 0.0% | 0.13% | +2.4% |
Q4 2018 | $178,659,000 | -36.4% | 1,330 | -23.7% | 0.13% | -21.6% |
Q3 2018 | $280,693,000 | +48.1% | 1,743 | +37.8% | 0.16% | +40.9% |
Q2 2018 | $189,510,000 | +9.9% | 1,265 | +4.1% | 0.12% | +12.7% |
Q1 2018 | $172,384,000 | +10.0% | 1,215 | +3.0% | 0.10% | +9.7% |
Q3 2017 | $156,645,000 | +4.5% | 1,180 | 0.0% | 0.09% | +2.2% |
Q2 2017 | $149,907,000 | +4.4% | 1,180 | 0.0% | 0.09% | +3.4% |
Q1 2017 | $143,559,000 | +9.1% | 1,180 | 0.0% | 0.09% | 0.0% |
Q4 2016 | $131,546,000 | -3.6% | 1,180 | -2.9% | 0.09% | -6.4% |
Q3 2016 | $136,432,000 | +4.7% | 1,215 | 0.0% | 0.09% | 0.0% |
Q2 2016 | $130,248,000 | +0.7% | 1,215 | 0.0% | 0.09% | -6.0% |
Q1 2016 | $129,337,000 | +0.1% | 1,215 | 0.0% | 0.10% | 0.0% |
Q4 2015 | $129,264,000 | +6.1% | 1,215 | 0.0% | 0.10% | +2.0% |
Q3 2015 | $121,852,000 | -6.3% | 1,215 | 0.0% | 0.10% | +1.0% |
Q2 2015 | $130,066,000 | +4.5% | 1,215 | +2.1% | 0.10% | +6.6% |
Q1 2015 | $124,486,000 | +0.2% | 1,190 | 0.0% | 0.09% | +1.1% |
Q4 2014 | $124,224,000 | +4.7% | 1,190 | 0.0% | 0.09% | +1.1% |
Q3 2014 | $118,607,000 | +0.8% | 1,190 | 0.0% | 0.09% | +4.7% |
Q2 2014 | $117,691,000 | +19.9% | 1,190 | +13.3% | 0.08% | +18.1% |
Q1 2014 | $98,154,000 | +0.5% | 1,050 | 0.0% | 0.07% | 0.0% |
Q4 2013 | $97,703,000 | +10.0% | 1,050 | 0.0% | 0.07% | +2.9% |
Q3 2013 | $88,841,000 | +8.3% | 1,050 | 0.0% | 0.07% | +2.9% |
Q2 2013 | $82,058,000 | – | 1,050 | – | 0.07% | – |
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% |