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 | $265,230 | -6.5% | 974 | -2.8% | 0.11% | -9.3% |
| Q2 2023 | $283,526 | +11.1% | 1,002 | -2.1% | 0.12% | +1.7% |
| Q1 2023 | $255,177 | +16.5% | 1,023 | -0.5% | 0.12% | -0.9% |
| Q4 2022 | $219,077 | -11.7% | 1,028 | -11.5% | 0.12% | -55.2% |
| Q3 2022 | $248,000 | -4.2% | 1,161 | -0.4% | 0.26% | -8.1% |
| Q2 2022 | $259,000 | -34.1% | 1,166 | -14.8% | 0.28% | -25.8% |
| Q1 2022 | $393,000 | -3.0% | 1,369 | +8.2% | 0.38% | +7.6% |
| Q4 2021 | $405,000 | – | 1,265 | – | 0.36% | – |
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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% |