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 | $1,335,136 | -3.8% | 4,903 | 0.0% | 0.18% | -3.3% |
| Q2 2023 | $1,387,353 | +14.5% | 4,903 | +0.9% | 0.18% | +8.2% |
| Q1 2023 | $1,211,531 | +17.0% | 4,857 | 0.0% | 0.17% | +6.2% |
| Q4 2022 | $1,035,075 | -0.4% | 4,857 | 0.0% | 0.16% | -10.6% |
| Q3 2022 | $1,039,000 | -5.6% | 4,857 | -1.7% | 0.18% | -4.3% |
| Q2 2022 | $1,101,000 | +7.3% | 4,940 | +38.5% | 0.19% | +20.6% |
| Q1 2022 | $1,026,000 | -10.4% | 3,568 | 0.0% | 0.16% | -7.2% |
| Q4 2021 | $1,145,000 | +10.6% | 3,568 | 0.0% | 0.17% | -2.3% |
| Q3 2021 | $1,035,000 | +1.7% | 3,568 | +0.5% | 0.17% | -1.2% |
| Q2 2021 | $1,018,000 | +11.6% | 3,550 | 0.0% | 0.17% | +3.6% |
| Q1 2021 | $912,000 | -0.4% | 3,550 | -1.8% | 0.17% | -4.0% |
| Q4 2020 | $916,000 | +0.1% | 3,615 | -10.1% | 0.17% | -8.4% |
| Q3 2020 | $915,000 | +13.4% | 4,020 | +0.7% | 0.19% | 0.0% |
| Q2 2020 | $807,000 | +63.0% | 3,991 | +26.3% | 0.19% | +47.3% |
| Q1 2020 | $495,000 | -2.8% | 3,160 | +13.2% | 0.13% | +17.3% |
| Q4 2019 | $509,000 | +9.7% | 2,792 | 0.0% | 0.11% | +3.8% |
| Q3 2019 | $464,000 | +1.8% | 2,792 | 0.0% | 0.11% | +1.0% |
| Q2 2019 | $456,000 | +4.3% | 2,792 | 0.0% | 0.10% | 0.0% |
| Q1 2019 | $437,000 | +74.8% | 2,792 | +49.9% | 0.10% | +50.0% |
| Q4 2018 | $250,000 | – | 1,863 | – | 0.07% | – |
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% |