VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $295,729 | -3.2% | 1,086 | +0.6% | 0.03% | 0.0% |
| Q2 2023 | $305,597 | +9.4% | 1,080 | -3.6% | 0.03% | +3.4% |
| Q1 2023 | $279,373 | +18.5% | 1,120 | +1.3% | 0.03% | +7.4% |
| Q4 2022 | $235,700 | +3.8% | 1,106 | +4.4% | 0.03% | -6.9% |
| Q3 2022 | $227,000 | -3.8% | 1,059 | 0.0% | 0.03% | +3.6% |
| Q2 2022 | $236,000 | -22.6% | 1,059 | -0.1% | 0.03% | -9.7% |
| Q1 2022 | $305,000 | -10.6% | 1,060 | -0.3% | 0.03% | -8.8% |
| Q4 2021 | $341,000 | -48.0% | 1,063 | -53.0% | 0.03% | -52.8% |
| Q3 2021 | $656,000 | +13.1% | 2,260 | +11.7% | 0.07% | +10.8% |
| Q2 2021 | $580,000 | +13.1% | 2,023 | +1.4% | 0.06% | 0.0% |
| Q1 2021 | $513,000 | +1.4% | 1,996 | 0.0% | 0.06% | -5.8% |
| Q4 2020 | $506,000 | +11.5% | 1,996 | 0.0% | 0.07% | -2.8% |
| Q3 2020 | $454,000 | +12.7% | 1,996 | +0.2% | 0.07% | +4.4% |
| Q2 2020 | $403,000 | +49.3% | 1,992 | +15.4% | 0.07% | +19.3% |
| Q1 2020 | $270,000 | -14.0% | 1,726 | 0.0% | 0.06% | -5.0% |
| Q4 2019 | $314,000 | +9.4% | 1,726 | 0.0% | 0.06% | -3.2% |
| Q3 2019 | $287,000 | +1.8% | 1,726 | 0.0% | 0.06% | -3.1% |
| Q2 2019 | $282,000 | +4.8% | 1,726 | +0.4% | 0.06% | 0.0% |
| Q1 2019 | $269,000 | +24.0% | 1,719 | +6.6% | 0.06% | +4.9% |
| Q4 2018 | $217,000 | -23.3% | 1,612 | -8.3% | 0.06% | -12.9% |
| Q3 2018 | $283,000 | +7.6% | 1,757 | 0.0% | 0.07% | +1.4% |
| Q2 2018 | $263,000 | +5.6% | 1,757 | 0.0% | 0.07% | -1.4% |
| Q1 2018 | $249,000 | +0.8% | 1,757 | 0.0% | 0.07% | +9.4% |
| Q4 2017 | $247,000 | – | 1,757 | – | 0.06% | – |
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% |