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 | $70,235,450 | -7.0% | 257,925 | -3.4% | 10.50% | +0.2% |
| Q2 2023 | $75,557,488 | +11.5% | 267,025 | -1.7% | 10.48% | +4.8% |
| Q1 2023 | $67,788,276 | +17.0% | 271,762 | -0.0% | 10.00% | +10.7% |
| Q4 2022 | $57,942,866 | -0.4% | 271,892 | -0.0% | 9.03% | -9.0% |
| Q3 2022 | $58,191,000 | -4.1% | 271,986 | -0.1% | 9.92% | +0.5% |
| Q2 2022 | $60,677,000 | -23.0% | 272,228 | -0.7% | 9.88% | -3.3% |
| Q1 2022 | $78,816,000 | -9.9% | 274,048 | +0.6% | 10.21% | -7.7% |
| Q4 2021 | $87,431,000 | +7.4% | 272,457 | -2.9% | 11.06% | -5.4% |
| Q3 2021 | $81,396,000 | -1.0% | 280,510 | -2.1% | 11.70% | -1.7% |
| Q2 2021 | $82,184,000 | +8.6% | 286,545 | -2.7% | 11.89% | +1.4% |
| Q1 2021 | $75,669,000 | -5.5% | 294,385 | -6.9% | 11.73% | -11.6% |
| Q4 2020 | $80,084,000 | +1.5% | 316,112 | -8.8% | 13.27% | -7.3% |
| Q3 2020 | $78,915,000 | +8.3% | 346,714 | -3.8% | 14.31% | +0.9% |
| Q2 2020 | $72,836,000 | +24.0% | 360,413 | -3.8% | 14.18% | +1.8% |
| Q1 2020 | $58,728,000 | -17.0% | 374,804 | -3.6% | 13.93% | +5.1% |
| Q4 2019 | $70,798,000 | +7.2% | 388,639 | -2.1% | 13.25% | +1.2% |
| Q3 2019 | $66,017,000 | +0.3% | 397,025 | -1.4% | 13.09% | +0.1% |
| Q2 2019 | $65,792,000 | +1.3% | 402,666 | -3.0% | 13.08% | -2.1% |
| Q1 2019 | $64,961,000 | +14.9% | 415,303 | -1.3% | 13.37% | +0.9% |
| Q4 2018 | $56,543,000 | -16.6% | 420,926 | +0.0% | 13.24% | -4.8% |
| Q3 2018 | $67,767,000 | +4.2% | 420,810 | -3.0% | 13.91% | -1.5% |
| Q2 2018 | $65,011,000 | +3.5% | 433,963 | -2.0% | 14.11% | -1.4% |
| Q1 2018 | $62,830,000 | -1.5% | 442,842 | -2.3% | 14.32% | -0.9% |
| Q4 2017 | $63,759,000 | +4.5% | 453,315 | -1.4% | 14.45% | -1.7% |
| Q3 2017 | $61,015,000 | +2.2% | 459,626 | -2.2% | 14.69% | -2.4% |
| Q2 2017 | $59,689,000 | +3.0% | 469,842 | -1.3% | 15.05% | +0.2% |
| Q1 2017 | $57,932,000 | +6.8% | 476,180 | -2.2% | 15.03% | +1.8% |
| Q4 2016 | $54,260,000 | -1.7% | 486,724 | -1.0% | 14.76% | -5.2% |
| Q3 2016 | $55,221,000 | +3.5% | 491,771 | -1.2% | 15.57% | -1.8% |
| Q2 2016 | $53,371,000 | -0.4% | 497,865 | -1.1% | 15.85% | -3.8% |
| Q1 2016 | $53,609,000 | -0.5% | 503,609 | -0.6% | 16.48% | -2.5% |
| Q4 2015 | $53,903,000 | +4.1% | 506,657 | -1.9% | 16.91% | -1.5% |
| Q3 2015 | $51,783,000 | -6.5% | 516,333 | -0.2% | 17.18% | -1.2% |
| Q2 2015 | $55,386,000 | -0.9% | 517,389 | -3.2% | 17.39% | +0.5% |
| Q1 2015 | $55,907,000 | -2.0% | 534,436 | -2.2% | 17.30% | -3.9% |
| Q4 2014 | $57,050,000 | +3.6% | 546,504 | -1.1% | 18.01% | -1.4% |
| Q3 2014 | $55,093,000 | -2.9% | 552,753 | -3.7% | 18.27% | -0.3% |
| Q2 2014 | $56,755,000 | +6.6% | 573,864 | +0.7% | 18.33% | -0.5% |
| Q1 2014 | $53,263,000 | -1.1% | 569,777 | -1.6% | 18.42% | -5.0% |
| Q4 2013 | $53,863,000 | +7.5% | 578,866 | -2.2% | 19.38% | +0.8% |
| Q3 2013 | $50,084,000 | +6.4% | 591,945 | -1.7% | 19.24% | +4.8% |
| Q2 2013 | $47,070,000 | – | 602,307 | – | 18.35% | – |
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% |