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 | $80,058,019 | +16.4% | 293,996 | +20.9% | 0.88% | +13.3% |
| Q2 2023 | $68,784,139 | +20.2% | 243,088 | +5.9% | 0.78% | +8.7% |
| Q1 2023 | $57,217,346 | +85.3% | 229,586 | -8.3% | 0.72% | -14.2% |
| Q4 2022 | $30,877,341 | -25.4% | 250,273 | +29.3% | 0.83% | +22.5% |
| Q3 2022 | $41,405,000 | +10.0% | 193,529 | +14.6% | 0.68% | +9.1% |
| Q2 2022 | $37,625,000 | -14.4% | 168,806 | +10.4% | 0.62% | -11.9% |
| Q1 2022 | $43,978,000 | -1.7% | 152,914 | +9.7% | 0.71% | +4.9% |
| Q4 2021 | $44,723,000 | +107.2% | 139,370 | +87.4% | 0.67% | +26.2% |
| Q3 2021 | $21,581,000 | +18.1% | 74,372 | +16.7% | 0.53% | +9.9% |
| Q2 2021 | $18,273,000 | +22.3% | 63,712 | +9.6% | 0.49% | +9.2% |
| Q1 2021 | $14,945,000 | +4.6% | 58,141 | +3.1% | 0.44% | -4.9% |
| Q4 2020 | $14,286,000 | +1.8% | 56,390 | -8.5% | 0.47% | -4.1% |
| Q3 2020 | $14,034,000 | -1.2% | 61,660 | -12.3% | 0.49% | -12.1% |
| Q2 2020 | $14,207,000 | +62.7% | 70,301 | +26.1% | 0.56% | +31.8% |
| Q1 2020 | $8,733,000 | +75.4% | 55,737 | +103.9% | 0.42% | +112.6% |
| Q4 2019 | $4,980,000 | +22.1% | 27,337 | +11.5% | 0.20% | +9.4% |
| Q3 2019 | $4,079,000 | +9.3% | 24,507 | +7.3% | 0.18% | -20.6% |
| Q2 2019 | $3,732,000 | -7.8% | 22,842 | -11.7% | 0.23% | -12.6% |
| Q1 2019 | $4,047,000 | +1.2% | 25,870 | -13.1% | 0.26% | +1.2% |
| Q4 2018 | $3,998,000 | +16.4% | 29,761 | +39.5% | 0.26% | -2.3% |
| Q3 2018 | $3,435,000 | +27.7% | 21,331 | +19.2% | 0.26% | +7.3% |
| Q2 2018 | $2,690,000 | +421.3% | 17,888 | +379.4% | 0.25% | +316.9% |
| Q1 2018 | $516,000 | +129.3% | 3,731 | +141.0% | 0.06% | +96.7% |
| Q4 2017 | $225,000 | +8.7% | 1,548 | +0.6% | 0.03% | -6.2% |
| Q3 2017 | $207,000 | -99.9% | 1,539 | +0.7% | 0.03% | -3.0% |
| Q2 2017 | $194,825,000 | – | 1,529 | – | 0.03% | – |
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% |