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 | $361,124 | +117.5% | 1,326 | +132.2% | 0.08% | +102.5% |
| Q3 2021 | $166,000 | +33.9% | 571 | +32.2% | 0.04% | +25.0% |
| Q2 2021 | $124,000 | +11.7% | 432 | 0.0% | 0.03% | +3.2% |
| Q1 2021 | $111,000 | +20.7% | 432 | +19.3% | 0.03% | +3.3% |
| Q4 2020 | $92,000 | +12.2% | 362 | 0.0% | 0.03% | -9.1% |
| Q3 2020 | $82,000 | +12.3% | 362 | 0.0% | 0.03% | +3.1% |
| Q2 2020 | $73,000 | +28.1% | 362 | 0.0% | 0.03% | +14.3% |
| Q1 2020 | $57,000 | -13.6% | 362 | 0.0% | 0.03% | +40.0% |
| Q4 2019 | $66,000 | -53.5% | 362 | -57.6% | 0.02% | -56.5% |
| Q3 2019 | $142,000 | +2.2% | 853 | 0.0% | 0.05% | +15.0% |
| Q2 2019 | $139,000 | +4.5% | 853 | 0.0% | 0.04% | +2.6% |
| Q1 2019 | $133,000 | +15.7% | 853 | 0.0% | 0.04% | +2.6% |
| Q4 2018 | $115,000 | – | 853 | – | 0.04% | – |
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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% |