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 | $94,947,478 | +9.6% | 348,674 | +13.9% | 2.57% | +32.2% |
| Q2 2023 | $86,622,953 | +2.7% | 306,131 | -9.4% | 1.94% | -13.5% |
| Q1 2023 | $84,316,930 | +12.8% | 338,024 | -3.7% | 2.25% | +7.2% |
| Q4 2022 | $74,780,108 | +3.3% | 350,899 | +3.8% | 2.10% | -4.1% |
| Q3 2022 | $72,360,000 | +123.5% | 338,209 | +132.8% | 2.18% | +60.3% |
| Q2 2022 | $32,382,000 | -22.0% | 145,278 | +0.7% | 1.36% | +0.4% |
| Q1 2022 | $41,495,000 | -16.5% | 144,278 | -6.9% | 1.36% | -5.2% |
| Q4 2021 | $49,716,000 | +10.6% | 154,924 | -0.1% | 1.43% | +0.1% |
| Q3 2021 | $44,949,000 | +7.0% | 155,149 | +4.4% | 1.43% | +4.8% |
| Q2 2021 | $42,028,000 | +12.9% | 148,630 | +2.4% | 1.36% | +3.6% |
| Q1 2021 | $37,238,000 | -2.7% | 145,175 | -3.9% | 1.32% | -35.7% |
| Q4 2020 | $38,267,000 | -8.0% | 151,046 | -19.4% | 2.05% | -7.7% |
| Q3 2020 | $41,598,000 | +29.7% | 187,492 | +18.1% | 2.22% | +3.5% |
| Q2 2020 | $32,081,000 | +46.0% | 158,744 | +13.2% | 2.14% | +14.3% |
| Q1 2020 | $21,976,000 | +24.3% | 140,243 | +44.6% | 1.88% | +24.7% |
| Q4 2019 | $17,674,000 | +16.3% | 97,015 | +6.2% | 1.50% | +0.5% |
| Q3 2019 | $15,198,000 | +5.1% | 91,394 | +3.3% | 1.50% | -5.6% |
| Q2 2019 | $14,461,000 | +11.4% | 88,500 | +6.7% | 1.58% | -2.2% |
| Q1 2019 | $12,978,000 | +20.6% | 82,962 | +3.5% | 1.62% | +5.8% |
| Q4 2018 | $10,764,000 | -15.8% | 80,123 | +0.9% | 1.53% | +0.7% |
| Q3 2018 | $12,787,000 | +22.0% | 79,401 | +13.5% | 1.52% | +9.9% |
| Q2 2018 | $10,482,000 | +14.4% | 69,963 | +8.4% | 1.38% | +8.0% |
| Q1 2018 | $9,160,000 | +0.0% | 64,555 | -0.8% | 1.28% | +3.6% |
| Q4 2017 | $9,157,000 | +36.0% | 65,102 | +28.4% | 1.24% | +10.5% |
| Q3 2017 | $6,732,000 | +61.2% | 50,705 | +54.3% | 1.12% | +47.8% |
| Q2 2017 | $4,176,000 | +9.0% | 32,867 | +4.4% | 0.76% | -0.9% |
| Q1 2017 | $3,831,000 | +9.4% | 31,484 | +0.3% | 0.76% | +7.3% |
| Q4 2016 | $3,501,000 | -4.4% | 31,393 | -3.7% | 0.71% | -0.8% |
| Q3 2016 | $3,663,000 | +10.0% | 32,614 | +5.0% | 0.72% | +7.6% |
| Q2 2016 | $3,330,000 | +7.9% | 31,052 | +7.1% | 0.67% | -6.5% |
| Q1 2016 | $3,085,000 | -12.8% | 28,984 | -12.8% | 0.71% | -0.4% |
| Q4 2015 | $3,536,000 | +233.6% | 33,225 | +214.7% | 0.72% | +180.8% |
| Q3 2015 | $1,060,000 | +25.6% | 10,557 | +34.0% | 0.26% | +21.4% |
| Q2 2015 | $844,000 | -12.7% | 7,878 | -14.8% | 0.21% | -11.0% |
| Q1 2015 | $967,000 | -85.2% | 9,250 | -34.3% | 0.24% | +68.6% |
| Q4 2014 | $6,538,000 | +313.3% | 14,079 | -11.3% | 0.14% | -41.9% |
| Q3 2014 | $1,582,000 | -99.8% | 15,876 | -0.7% | 0.24% | +36.9% |
| Q2 2014 | $749,867,000 | +95181.7% | 15,989 | +90.0% | 0.18% | -26.1% |
| Q1 2014 | $787,000 | +12.4% | 8,415 | +11.8% | 0.24% | +6.2% |
| Q4 2013 | $700,000 | +9.2% | 7,527 | -0.6% | 0.22% | +2.3% |
| Q3 2013 | $641,000 | +11.3% | 7,573 | +2.7% | 0.22% | +12.3% |
| Q2 2013 | $576,000 | – | 7,373 | – | 0.20% | – |
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% |