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 | $382,871 | -3.8% | 1,406 | 0.0% | 0.11% | +0.9% |
| Q2 2023 | $397,793 | +13.5% | 1,406 | 0.0% | 0.11% | +7.9% |
| Q1 2023 | $350,621 | +17.1% | 1,406 | +0.1% | 0.10% | +13.5% |
| Q4 2022 | $299,503 | -14.9% | 1,405 | -14.6% | 0.09% | -33.1% |
| Q3 2022 | $352,000 | -23.3% | 1,645 | -20.0% | 0.13% | -17.9% |
| Q2 2022 | $459,000 | -50.0% | 2,055 | -35.6% | 0.16% | -40.9% |
| Q1 2022 | $918,000 | -12.7% | 3,190 | -2.6% | 0.27% | -13.8% |
| Q4 2021 | $1,051,000 | +15.9% | 3,275 | +4.8% | 0.32% | +2.3% |
| Q3 2021 | $907,000 | +11.6% | 3,126 | +10.2% | 0.31% | +8.0% |
| Q2 2021 | $813,000 | +5.6% | 2,836 | -5.3% | 0.29% | +4.3% |
| Q1 2021 | $770,000 | -2.5% | 2,994 | -4.0% | 0.28% | -8.6% |
| Q4 2020 | $790,000 | +7.2% | 3,119 | -3.7% | 0.30% | -1.3% |
| Q3 2020 | $737,000 | +30.2% | 3,240 | +15.1% | 0.31% | +21.9% |
| Q2 2020 | $566,000 | +67.5% | 2,815 | +30.7% | 0.25% | +41.0% |
| Q1 2020 | $338,000 | – | 2,153 | – | 0.18% | – |
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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% |