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 | $81,315,306 | -8.1% | 298,613 | -4.5% | 1.26% | -7.0% |
Q2 2023 | $88,456,974 | +8.9% | 312,613 | -4.0% | 1.36% | -7.4% |
Q1 2023 | $81,220,907 | +12.1% | 325,613 | -4.2% | 1.46% | -0.3% |
Q4 2022 | $72,428,204 | +10.4% | 339,863 | +10.8% | 1.47% | -1.9% |
Q3 2022 | $65,611,000 | – | 306,663 | – | 1.50% | – |
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% |