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 | $349,571 | -3.9% | 1,257 | +0.1% | 0.05% | 0.0% |
| Q2 2023 | $363,895 | +17.3% | 1,256 | 0.0% | 0.05% | +9.5% |
| Q1 2023 | $310,224 | +5.2% | 1,256 | +0.2% | 0.04% | +2.4% |
| Q4 2022 | $294,983 | +5.4% | 1,254 | -2.3% | 0.04% | -2.4% |
| Q3 2022 | $280,000 | -10.5% | 1,283 | +0.2% | 0.04% | -6.7% |
| Q2 2022 | $313,000 | -9.5% | 1,280 | +0.2% | 0.04% | -8.2% |
| Q1 2022 | $346,000 | -16.6% | 1,278 | -1.2% | 0.05% | -10.9% |
| Q4 2021 | $415,000 | +5.3% | 1,294 | +0.2% | 0.06% | -6.8% |
| Q3 2021 | $394,000 | -2.5% | 1,292 | -7.0% | 0.06% | -4.8% |
| Q2 2021 | $404,000 | +9.2% | 1,389 | +0.1% | 0.06% | +5.1% |
| Q1 2021 | $370,000 | +8.8% | 1,387 | +3.3% | 0.06% | +1.7% |
| Q4 2020 | $340,000 | +25.5% | 1,343 | +12.8% | 0.06% | -41.4% |
| Q3 2020 | $271,000 | +9.7% | 1,191 | -2.6% | 0.10% | +86.8% |
| Q2 2020 | $247,000 | +11.3% | 1,223 | +0.5% | 0.05% | -20.9% |
| Q4 2019 | $222,000 | +9.9% | 1,217 | +0.2% | 0.07% | +1.5% |
| Q3 2019 | $202,000 | -1.5% | 1,214 | -3.1% | 0.07% | -4.3% |
| Q2 2019 | $205,000 | -4.2% | 1,253 | -5.5% | 0.07% | -10.4% |
| Q4 2018 | $214,000 | 0.0% | 1,326 | 0.0% | 0.08% | 0.0% |
| Q3 2018 | $214,000 | +3.4% | 1,326 | -9.1% | 0.08% | -1.3% |
| Q1 2018 | $207,000 | +1.0% | 1,458 | +0.3% | 0.08% | +4.0% |
| Q4 2017 | $205,000 | -11.6% | 1,454 | -16.7% | 0.08% | -16.7% |
| Q3 2017 | $232,000 | – | 1,746 | – | 0.09% | – |
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% |