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 2017 | $4,314,000 | +4.5% | 32,500 | 0.0% | 4.94% | +11.8% |
| Q2 2017 | $4,129,000 | +4.4% | 32,500 | 0.0% | 4.42% | +7.4% |
| Q1 2017 | $3,954,000 | +109.8% | 32,500 | +84.9% | 4.11% | +56.9% |
| Q2 2016 | $1,885,000 | +0.7% | 17,581 | 0.0% | 2.62% | +3.3% |
| Q1 2016 | $1,872,000 | +0.1% | 17,581 | 0.0% | 2.54% | +11.8% |
| Q4 2015 | $1,870,000 | +6.1% | 17,581 | 0.0% | 2.27% | +24.2% |
| Q3 2015 | $1,763,000 | -24.7% | 17,581 | -19.7% | 1.83% | +33.0% |
| Q2 2015 | $2,342,000 | -86.6% | 21,881 | -86.9% | 1.37% | -88.9% |
| Q1 2015 | $17,457,000 | +7.6% | 166,881 | +7.4% | 12.43% | +21.8% |
| Q4 2014 | $16,218,000 | +6.3% | 155,356 | +1.5% | 10.20% | +16.2% |
| Q3 2014 | $15,251,000 | -6.0% | 153,014 | -6.7% | 8.78% | -2.0% |
| Q2 2014 | $16,217,000 | – | 163,974 | – | 8.96% | – |
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% |