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 | $83,141,542 | -4.4% | 305,319 | -0.7% | 0.23% | -1.3% |
| Q2 2023 | $86,968,606 | +14.4% | 307,353 | +0.8% | 0.23% | +22.3% |
| Q1 2023 | $76,049,892 | +95755.6% | 304,882 | -18.1% | 0.19% | -10.0% |
| Q4 2022 | $79,338 | -99.9% | 372,285 | +30.6% | 0.21% | +16.1% |
| Q3 2022 | $60,995,000 | -5.3% | 285,090 | -1.3% | 0.18% | +0.6% |
| Q2 2022 | $64,395,000 | -22.8% | 288,910 | -0.3% | 0.18% | -13.1% |
| Q1 2022 | $83,368,000 | -7.8% | 289,872 | +2.9% | 0.21% | -2.4% |
| Q4 2021 | $90,392,000 | +7.6% | 281,683 | -2.7% | 0.21% | -1.9% |
| Q3 2021 | $84,041,000 | +1.8% | 289,628 | +0.6% | 0.22% | 0.0% |
| Q2 2021 | $82,539,000 | +5.2% | 287,782 | -5.7% | 0.22% | -2.3% |
| Q1 2021 | $78,434,000 | -18.3% | 305,143 | -19.4% | 0.22% | -23.3% |
| Q4 2020 | $95,957,000 | +13.3% | 378,768 | +1.8% | 0.29% | -1.0% |
| Q3 2020 | $84,697,000 | +10.0% | 372,113 | -2.3% | 0.29% | 0.0% |
| Q2 2020 | $76,976,000 | +39.5% | 380,901 | +8.2% | 0.29% | +15.1% |
| Q1 2020 | $55,178,000 | -0.8% | 352,149 | +15.4% | 0.25% | +26.0% |
| Q4 2019 | $55,612,000 | +11.5% | 305,275 | +1.8% | 0.20% | +2.0% |
| Q3 2019 | $49,867,000 | +2.5% | 299,901 | +0.7% | 0.20% | +3.7% |
| Q2 2019 | $48,669,000 | +3.8% | 297,868 | -0.6% | 0.19% | -31.0% |
| Q1 2019 | $46,876,000 | +24.2% | 299,682 | +6.7% | 0.27% | +7.0% |
| Q4 2018 | $37,739,000 | -1.7% | 280,945 | +18.2% | 0.26% | +6.7% |
| Q3 2018 | $38,383,000 | +3.4% | 237,781 | -4.1% | 0.24% | -4.8% |
| Q2 2018 | $37,130,000 | +22.2% | 247,844 | +15.7% | 0.25% | +17.8% |
| Q1 2018 | $30,386,000 | -10.4% | 214,165 | -11.2% | 0.21% | -10.8% |
| Q4 2017 | $33,904,000 | +8.5% | 241,050 | +2.4% | 0.24% | +1.7% |
| Q3 2017 | $31,259,000 | +1.9% | 235,470 | -2.5% | 0.24% | -1.7% |
| Q2 2017 | $30,674,000 | +14.3% | 241,453 | +9.5% | 0.24% | +10.6% |
| Q1 2017 | $26,839,000 | -0.1% | 220,603 | -8.4% | 0.22% | -6.9% |
| Q4 2016 | $26,856,000 | +141.9% | 240,907 | +143.7% | 0.23% | +135.4% |
| Q3 2016 | $11,100,000 | +10.9% | 98,849 | +5.9% | 0.10% | +7.6% |
| Q2 2016 | $10,012,000 | +3.5% | 93,331 | +2.7% | 0.09% | -1.1% |
| Q1 2016 | $9,675,000 | -2.8% | 90,888 | -2.8% | 0.09% | -7.0% |
| Q4 2015 | $9,950,000 | +20.4% | 93,527 | +13.5% | 0.10% | +13.6% |
| Q3 2015 | $8,266,000 | -1.6% | 82,418 | +5.0% | 0.09% | +6.0% |
| Q2 2015 | $8,400,000 | – | 78,508 | – | 0.08% | – |
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% |