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 | $520 | -3.5% | 1,908 | +0.3% | 0.02% | -4.8% |
| Q2 2023 | $539 | +38.9% | 1,903 | +22.4% | 0.02% | +31.2% |
| Q1 2023 | $388 | +19.4% | 1,555 | +1.8% | 0.02% | +6.7% |
| Q4 2022 | $325 | -99.9% | 1,527 | +35.9% | 0.02% | +25.0% |
| Q3 2022 | $241,000 | -2.8% | 1,124 | +0.9% | 0.01% | 0.0% |
| Q2 2022 | $248,000 | -17.6% | 1,114 | +6.4% | 0.01% | -7.7% |
| Q1 2022 | $301,000 | +21.9% | 1,047 | +36.2% | 0.01% | +18.2% |
| Q4 2021 | $247,000 | -16.6% | 769 | -24.7% | 0.01% | -26.7% |
| Q3 2021 | $296,000 | +11.3% | 1,021 | +10.0% | 0.02% | +7.1% |
| Q2 2021 | $266,000 | +10.8% | 928 | -0.4% | 0.01% | +7.7% |
| Q1 2021 | $240,000 | +344.4% | 932 | +339.6% | 0.01% | +333.3% |
| Q4 2020 | $54,000 | -87.9% | 212 | -89.2% | 0.00% | -90.0% |
| Q3 2020 | $446,000 | -29.5% | 1,958 | -37.4% | 0.03% | -34.8% |
| Q2 2020 | $633,000 | +23.6% | 3,130 | -4.1% | 0.05% | +4.5% |
| Q1 2020 | $512,000 | -14.7% | 3,265 | -0.8% | 0.04% | +4.8% |
| Q4 2019 | $600,000 | +8.3% | 3,291 | -1.3% | 0.04% | -2.3% |
| Q3 2019 | $554,000 | +3.9% | 3,334 | +2.3% | 0.04% | -4.4% |
| Q2 2019 | $533,000 | +15.9% | 3,260 | +10.9% | 0.04% | +7.1% |
| Q1 2019 | $460,000 | +18.6% | 2,940 | +1.8% | 0.04% | +5.0% |
| Q4 2018 | $388,000 | -12.0% | 2,887 | +5.5% | 0.04% | -2.4% |
| Q3 2018 | $441,000 | -25.1% | 2,737 | -30.4% | 0.04% | -29.3% |
| Q2 2018 | $589,000 | +3.3% | 3,933 | -2.2% | 0.06% | 0.0% |
| Q1 2018 | $570,000 | -3.6% | 4,021 | -4.3% | 0.06% | -6.5% |
| Q4 2017 | $591,000 | +5.9% | 4,202 | -0.0% | 0.06% | -7.5% |
| Q3 2017 | $558,000 | -36.1% | 4,204 | -38.8% | 0.07% | -41.2% |
| Q2 2017 | $873,000 | +4.4% | 6,871 | 0.0% | 0.11% | -7.3% |
| Q1 2017 | $836,000 | -5.4% | 6,871 | -13.4% | 0.12% | -15.2% |
| Q4 2016 | $884,000 | -20.2% | 7,934 | -19.6% | 0.14% | -26.0% |
| Q3 2016 | $1,108,000 | +1302.5% | 9,863 | +1245.6% | 0.20% | +1206.7% |
| Q2 2016 | $79,000 | +1.3% | 733 | -0.1% | 0.02% | -6.2% |
| Q1 2016 | $78,000 | -18.8% | 734 | -19.1% | 0.02% | -23.8% |
| Q4 2015 | $96,000 | -11.9% | 907 | -16.6% | 0.02% | -12.5% |
| Q3 2015 | $109,000 | -11.4% | 1,087 | -5.7% | 0.02% | -4.0% |
| Q2 2015 | $123,000 | +0.8% | 1,153 | -1.4% | 0.02% | -3.8% |
| Q1 2015 | $122,000 | -29.9% | 1,169 | -30.0% | 0.03% | -35.0% |
| Q4 2014 | $174,000 | +3.6% | 1,670 | -1.1% | 0.04% | -4.8% |
| Q3 2014 | $168,000 | +3.1% | 1,688 | +2.6% | 0.04% | +2.4% |
| Q2 2014 | $163,000 | +17.3% | 1,646 | +10.5% | 0.04% | +7.9% |
| Q1 2014 | $139,000 | +334.4% | 1,489 | +339.2% | 0.04% | +245.5% |
| Q4 2013 | $32,000 | +166.7% | 339 | +145.7% | 0.01% | +175.0% |
| Q3 2013 | $12,000 | +140.0% | 138 | +122.6% | 0.00% | +100.0% |
| Q2 2013 | $5,000 | – | 62 | – | 0.00% | – |
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% |