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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $469,000 | +10.4% | 1,463 | 0.0% | 0.64% | -4.0% |
| Q3 2021 | $425,000 | +1.2% | 1,463 | 0.0% | 0.67% | -0.3% |
| Q2 2021 | $420,000 | +11.7% | 1,463 | 0.0% | 0.67% | +4.5% |
| Q1 2021 | $376,000 | +1.3% | 1,463 | 0.0% | 0.64% | +7.9% |
| Q4 2020 | $371,000 | +11.4% | 1,463 | 0.0% | 0.60% | +25.0% |
| Q3 2020 | $333,000 | +12.5% | 1,463 | 0.0% | 0.48% | +27.3% |
| Q2 2020 | $296,000 | +1641.2% | 1,463 | +1306.7% | 0.37% | +2393.3% |
| Q2 2019 | $17,000 | +6.2% | 104 | 0.0% | 0.02% | -6.2% |
| Q1 2019 | $16,000 | +14.3% | 104 | 0.0% | 0.02% | -5.9% |
| Q4 2018 | $14,000 | – | 104 | – | 0.02% | – |
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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% |