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 | $5,377,437 | -5.0% | 19,747 | -1.3% | 0.41% | -2.2% |
| Q2 2023 | $5,662,350 | +14.6% | 20,011 | +1.0% | 0.42% | +8.6% |
| Q1 2023 | $4,942,031 | +15.7% | 19,812 | -1.2% | 0.38% | -3.8% |
| Q4 2022 | $4,272,609 | +0.8% | 20,048 | +1.2% | 0.40% | -2.5% |
| Q3 2022 | $4,240,000 | -3.9% | 19,816 | +0.1% | 0.41% | -5.8% |
| Q2 2022 | $4,413,000 | -27.6% | 19,798 | -6.6% | 0.43% | -24.4% |
| Q1 2022 | $6,099,000 | -24.1% | 21,206 | -15.3% | 0.57% | -13.4% |
| Q4 2021 | $8,034,000 | +11.1% | 25,034 | +0.4% | 0.66% | +2.5% |
| Q3 2021 | $7,234,000 | +2.1% | 24,931 | +0.9% | 0.65% | +0.2% |
| Q2 2021 | $7,084,000 | +8.2% | 24,700 | -3.1% | 0.64% | -9.9% |
| Q1 2021 | $6,550,000 | -0.8% | 25,484 | -2.2% | 0.72% | -4.9% |
| Q4 2020 | $6,600,000 | +8.0% | 26,054 | -2.9% | 0.75% | -9.9% |
| Q3 2020 | $6,109,000 | +25.5% | 26,839 | +11.5% | 0.84% | +14.4% |
| Q2 2020 | $4,867,000 | +27.1% | 24,081 | -1.4% | 0.73% | +0.8% |
| Q1 2020 | $3,828,000 | -7.8% | 24,427 | +7.2% | 0.72% | -2.3% |
| Q4 2019 | $4,150,000 | +18.0% | 22,783 | +7.7% | 0.74% | +8.2% |
| Q3 2019 | $3,516,000 | +7.6% | 21,146 | +6.0% | 0.69% | +7.4% |
| Q2 2019 | $3,268,000 | +21.3% | 19,950 | +16.2% | 0.64% | +22.2% |
| Q1 2019 | $2,694,000 | +19.8% | 17,173 | +2.6% | 0.52% | +1.2% |
| Q4 2018 | $2,248,000 | -17.6% | 16,733 | -1.0% | 0.52% | -6.8% |
| Q3 2018 | $2,729,000 | +11.0% | 16,897 | +3.0% | 0.56% | +6.7% |
| Q2 2018 | $2,458,000 | +24.0% | 16,410 | +17.5% | 0.52% | +22.9% |
| Q1 2018 | $1,982,000 | -3.3% | 13,969 | +0.5% | 0.42% | +6.0% |
| Q4 2017 | $2,050,000 | +25.2% | 13,899 | +12.7% | 0.40% | +17.0% |
| Q3 2017 | $1,637,000 | +8.7% | 12,329 | +4.0% | 0.34% | +1.8% |
| Q2 2017 | $1,506,000 | +68.5% | 11,854 | +61.3% | 0.34% | +59.5% |
| Q1 2017 | $894,000 | -50.4% | 7,349 | -54.5% | 0.21% | -53.6% |
| Q4 2016 | $1,802,000 | -3.6% | 16,167 | -2.9% | 0.45% | +6.8% |
| Q3 2016 | $1,870,000 | -46.4% | 16,653 | -45.4% | 0.42% | -50.1% |
| Q2 2016 | $3,487,000 | -51.4% | 30,501 | -54.7% | 0.85% | -79.3% |
| Q4 2015 | $7,168,000 | – | 67,378 | – | 4.10% | – |
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% |