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 | $2,054,851 | +53.1% | 7,546 | +59.1% | 1.54% | +43.0% |
| Q2 2023 | $1,341,796 | +188.0% | 4,742 | +153.9% | 1.08% | +145.4% |
| Q1 2023 | $465,954 | -37.5% | 1,868 | -46.6% | 0.44% | -66.1% |
| Q4 2022 | $745,537 | -15.8% | 3,498 | -15.4% | 1.29% | +8.3% |
| Q3 2022 | $885,000 | -12.3% | 4,137 | -8.6% | 1.19% | +55.0% |
| Q2 2022 | $1,009,000 | +11.5% | 4,528 | +43.8% | 0.77% | -21.5% |
| Q1 2022 | $905,000 | -21.9% | 3,148 | -12.8% | 0.98% | +26.2% |
| Q4 2021 | $1,159,000 | +22.1% | 3,611 | +10.4% | 0.78% | +32.6% |
| Q3 2021 | $949,000 | +11.6% | 3,271 | -1.1% | 0.58% | -7.9% |
| Q1 2021 | $850,000 | +23.7% | 3,308 | +21.9% | 0.64% | +19.8% |
| Q4 2020 | $687,000 | +17.2% | 2,713 | +5.4% | 0.53% | -27.0% |
| Q3 2020 | $586,000 | +19.1% | 2,575 | +5.7% | 0.73% | +30.1% |
| Q2 2020 | $492,000 | +8.6% | 2,435 | -15.8% | 0.56% | -48.7% |
| Q1 2020 | $453,000 | +20.8% | 2,893 | +40.5% | 1.09% | +196.2% |
| Q4 2019 | $375,000 | +8.4% | 2,059 | -1.1% | 0.37% | +6.4% |
| Q3 2019 | $346,000 | -25.1% | 2,082 | -26.3% | 0.34% | 0.0% |
| Q2 2019 | $462,000 | +7.7% | 2,825 | +3.1% | 0.34% | +16.6% |
| Q1 2019 | $429,000 | +16.6% | 2,740 | 0.0% | 0.30% | -17.1% |
| Q4 2018 | $368,000 | -16.6% | 2,740 | 0.0% | 0.36% | +38.9% |
| Q3 2018 | $441,000 | +0.7% | 2,740 | -6.2% | 0.26% | -43.1% |
| Q2 2018 | $438,000 | -32.7% | 2,922 | -36.3% | 0.45% | +13.9% |
| Q1 2018 | $651,000 | +38.8% | 4,590 | +37.6% | 0.40% | -8.7% |
| Q4 2017 | $469,000 | -23.0% | 3,336 | -27.3% | 0.44% | +8.2% |
| Q3 2017 | $609,000 | +29.3% | 4,590 | +23.9% | 0.40% | +24.8% |
| Q2 2017 | $471,000 | +44.5% | 3,705 | +38.2% | 0.32% | -14.4% |
| Q1 2017 | $326,000 | +9.0% | 2,680 | 0.0% | 0.38% | +11.9% |
| Q4 2016 | $299,000 | -0.7% | 2,680 | 0.0% | 0.34% | -1.2% |
| Q3 2016 | $301,000 | +4.9% | 2,680 | 0.0% | 0.34% | +14.5% |
| Q2 2016 | $287,000 | -18.5% | 2,680 | -20.4% | 0.30% | +20.2% |
| Q4 2014 | $352,000 | – | 3,367 | – | 0.25% | – |
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% |