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 | $596,904 | -16.4% | 2,192 | -17.7% | 0.28% | -20.8% |
| Q2 2023 | $714,227 | +0.0% | 2,662 | -7.0% | 0.36% | +0.3% |
| Q1 2023 | $713,897 | -18.9% | 2,862 | -30.7% | 0.36% | -14.5% |
| Q4 2022 | $879,749 | -84.1% | 4,128 | -84.1% | 0.42% | -86.3% |
| Q3 2022 | $5,544,000 | -6.5% | 25,914 | -2.6% | 3.04% | -1.5% |
| Q2 2022 | $5,932,000 | +125.4% | 26,614 | +190.8% | 3.08% | +129.0% |
| Q1 2022 | $2,632,000 | -65.1% | 9,151 | -61.1% | 1.35% | +9.2% |
| Q4 2021 | $7,546,000 | +229.5% | 23,517 | +198.1% | 1.23% | -1.1% |
| Q3 2021 | $2,290,000 | +5.5% | 7,890 | +4.3% | 1.25% | +7.2% |
| Q2 2021 | $2,170,000 | +7.7% | 7,567 | -3.4% | 1.16% | +0.4% |
| Q1 2021 | $2,014,000 | -0.9% | 7,837 | -2.3% | 1.16% | -7.8% |
| Q4 2020 | $2,032,000 | +8.4% | 8,020 | -2.6% | 1.26% | -3.6% |
| Q3 2020 | $1,875,000 | +10.4% | 8,238 | -1.9% | 1.30% | +3.0% |
| Q2 2020 | $1,698,000 | +45.8% | 8,401 | +13.0% | 1.27% | +30.2% |
| Q1 2020 | $1,165,000 | -15.5% | 7,435 | -1.7% | 0.97% | +7.3% |
| Q4 2019 | $1,378,000 | +4.4% | 7,565 | -4.7% | 0.91% | -0.2% |
| Q3 2019 | $1,320,000 | +12.8% | 7,939 | +10.9% | 0.91% | +12.1% |
| Q2 2019 | $1,170,000 | +5.9% | 7,161 | +1.4% | 0.81% | +6.7% |
| Q1 2019 | $1,105,000 | +27.0% | 7,062 | +9.0% | 0.76% | +17.1% |
| Q4 2018 | $870,000 | -11.3% | 6,476 | +6.3% | 0.65% | +1.1% |
| Q3 2018 | $981,000 | +39.3% | 6,090 | +29.6% | 0.64% | +39.7% |
| Q2 2018 | $704,000 | -12.5% | 4,700 | -17.1% | 0.46% | -13.9% |
| Q1 2018 | $805,000 | +44.0% | 5,671 | +42.7% | 0.53% | +53.2% |
| Q4 2017 | $559,000 | +14.5% | 3,974 | +10.1% | 0.35% | +2.7% |
| Q3 2017 | $488,000 | +15.9% | 3,609 | +8.9% | 0.34% | +4.6% |
| Q2 2017 | $421,000 | -30.2% | 3,314 | -33.2% | 0.32% | -18.2% |
| Q1 2017 | $603,000 | +3.8% | 4,959 | -4.9% | 0.40% | +1.5% |
| Q4 2016 | $581,000 | -15.4% | 5,214 | -14.8% | 0.39% | -18.6% |
| Q3 2016 | $687,000 | +7.5% | 6,122 | +2.8% | 0.48% | +1.5% |
| Q2 2016 | $639,000 | -25.1% | 5,957 | -25.6% | 0.47% | -26.5% |
| Q1 2016 | $853,000 | -1.5% | 8,011 | -1.6% | 0.64% | -0.5% |
| Q4 2015 | $866,000 | -52.3% | 8,140 | -52.0% | 0.64% | -46.7% |
| Q2 2015 | $1,816,000 | +94.6% | 16,960 | +90.2% | 1.21% | +88.0% |
| Q1 2015 | $933,000 | +36.4% | 8,915 | +36.0% | 0.64% | +29.9% |
| Q4 2014 | $684,000 | +4.7% | 6,555 | 0.0% | 0.50% | +1.6% |
| Q3 2014 | $653,000 | +1.9% | 6,555 | +1.2% | 0.49% | +4.5% |
| Q2 2014 | $641,000 | +12.5% | 6,480 | +6.2% | 0.47% | +5.7% |
| Q1 2014 | $570,000 | +24.7% | 6,100 | +24.2% | 0.44% | +20.2% |
| Q4 2013 | $457,000 | – | 4,910 | – | 0.37% | – |
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% |