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 | $26,095,576 | -0.6% | 95,830 | +3.3% | 5.38% | +6.6% |
| Q2 2023 | $26,255,608 | +2.8% | 92,789 | -9.4% | 5.05% | +1.2% |
| Q1 2023 | $25,535,054 | +14.6% | 102,370 | -2.1% | 4.99% | +10.1% |
| Q4 2022 | $22,284,821 | -5.1% | 104,570 | -4.7% | 4.53% | -13.6% |
| Q3 2022 | $23,482,000 | -0.3% | 109,756 | +3.9% | 5.25% | +9.6% |
| Q2 2022 | $23,547,000 | -30.8% | 105,644 | -10.8% | 4.79% | -16.8% |
| Q1 2022 | $34,049,000 | -11.6% | 118,390 | -1.4% | 5.76% | -12.3% |
| Q4 2021 | $38,528,000 | +5.3% | 120,062 | -4.8% | 6.56% | +4.1% |
| Q3 2021 | $36,601,000 | -3.0% | 126,135 | -4.2% | 6.30% | -5.9% |
| Q2 2021 | $37,745,000 | +8.6% | 131,602 | -2.6% | 6.70% | +0.4% |
| Q1 2021 | $34,743,000 | -1.1% | 135,167 | -2.5% | 6.67% | -5.3% |
| Q4 2020 | $35,118,000 | +3.0% | 138,620 | -7.5% | 7.04% | -6.3% |
| Q3 2020 | $34,100,000 | -2.0% | 149,816 | -13.0% | 7.52% | -10.5% |
| Q2 2020 | $34,803,000 | +25.6% | 172,214 | -2.6% | 8.40% | +13.9% |
| Q1 2020 | $27,704,000 | -5.0% | 176,805 | +10.4% | 7.37% | +11.7% |
| Q4 2019 | $29,172,000 | +5.3% | 160,134 | -3.9% | 6.60% | -3.8% |
| Q3 2019 | $27,715,000 | -3.7% | 166,678 | -5.4% | 6.87% | -13.7% |
| Q2 2019 | $28,775,000 | -18.8% | 176,110 | -22.3% | 7.96% | -15.8% |
| Q1 2019 | $35,435,000 | +5.5% | 226,539 | -9.4% | 9.44% | -16.7% |
| Q4 2018 | $33,578,000 | -36.2% | 249,964 | -23.5% | 11.34% | -23.3% |
| Q3 2018 | $52,611,000 | +10.4% | 326,693 | +2.7% | 14.77% | -2.2% |
| Q2 2018 | $47,646,000 | +7.0% | 318,045 | +1.3% | 15.10% | +9.2% |
| Q1 2018 | $44,543,000 | +3.9% | 313,948 | +3.0% | 13.82% | +10.4% |
| Q4 2017 | $42,858,000 | +42.2% | 304,713 | +34.3% | 12.52% | +4.6% |
| Q3 2017 | $30,130,000 | -31.3% | 226,965 | -34.3% | 11.96% | -22.5% |
| Q2 2017 | $43,886,000 | +2.6% | 345,455 | -1.7% | 15.44% | +0.8% |
| Q1 2017 | $42,761,000 | -25.9% | 351,482 | -32.1% | 15.32% | -24.0% |
| Q4 2016 | $57,696,000 | +0.9% | 517,560 | +1.6% | 20.16% | +7.6% |
| Q3 2016 | $57,184,000 | +10.2% | 509,259 | +5.2% | 18.74% | -3.8% |
| Q2 2016 | $51,905,000 | -7.2% | 484,207 | -7.8% | 19.49% | +9.1% |
| Q1 2016 | $55,933,000 | +48.7% | 525,443 | +48.6% | 17.87% | +21.3% |
| Q4 2015 | $37,623,000 | +62.4% | 353,625 | +53.1% | 14.73% | +37.9% |
| Q3 2015 | $23,164,000 | -2.9% | 230,974 | +3.6% | 10.68% | +5.2% |
| Q2 2015 | $23,854,000 | +3.9% | 222,856 | +1.6% | 10.15% | -7.1% |
| Q1 2015 | $22,956,000 | +21.1% | 219,447 | +20.8% | 10.93% | +4.6% |
| Q4 2014 | $18,959,000 | – | 181,618 | – | 10.45% | – |
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% |