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 | $221,359 | -3.7% | 813 | +0.1% | 0.02% | -17.2% |
| Q2 2023 | $229,845 | +29.5% | 812 | +14.0% | 0.03% | +52.6% |
| Q1 2023 | $177,510 | -17.3% | 712 | -29.3% | 0.02% | -20.8% |
| Q4 2022 | $214,532 | +41.1% | 1,007 | +41.8% | 0.02% | +41.2% |
| Q3 2022 | $152,000 | +85.4% | 710 | +92.9% | 0.02% | +88.9% |
| Q2 2022 | $82,000 | -7.9% | 368 | +19.1% | 0.01% | +12.5% |
| Q1 2022 | $89,000 | -22.6% | 309 | -13.9% | 0.01% | -27.3% |
| Q4 2021 | $115,000 | +10.6% | 359 | 0.0% | 0.01% | +10.0% |
| Q3 2021 | $104,000 | +25.3% | 359 | +24.2% | 0.01% | +25.0% |
| Q2 2021 | $83,000 | +12.2% | 289 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $74,000 | +1.4% | 288 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $73,000 | +10.6% | 288 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $66,000 | +69.2% | 288 | +48.5% | 0.01% | +50.0% |
| Q2 2020 | $39,000 | -37.1% | 194 | -50.8% | 0.01% | -45.5% |
| Q1 2020 | $62,000 | -10.1% | 394 | +4.5% | 0.01% | -8.3% |
| Q4 2019 | $69,000 | – | 377 | – | 0.01% | – |
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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% |