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 | $101,983,594 | -8.9% | 374,513 | -5.4% | 6.92% | -9.5% |
| Q2 2023 | $111,974,053 | +19.5% | 395,724 | +5.3% | 7.64% | +6.9% |
| Q1 2023 | $93,722,672 | +86.9% | 375,732 | +59.7% | 7.15% | +73.7% |
| Q4 2022 | $50,137,042 | +281.0% | 235,264 | +282.5% | 4.12% | +195.7% |
| Q3 2022 | $13,161,000 | -10.7% | 61,513 | -7.0% | 1.39% | -15.7% |
| Q2 2022 | $14,741,000 | +19.4% | 66,137 | +54.0% | 1.65% | +39.6% |
| Q1 2022 | $12,347,000 | – | 42,933 | – | 1.18% | – |
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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% |