VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,770,028 | -4.0% | 10,172 | -0.3% | 0.64% | +1.4% |
| Q2 2023 | $2,886,475 | +50.9% | 10,201 | +13.6% | 0.63% | +45.5% |
| Q4 2022 | $1,913,302 | +22.0% | 8,978 | +22.5% | 0.43% | +11.3% |
| Q3 2022 | $1,568,000 | -5.4% | 7,330 | -1.5% | 0.39% | +1.3% |
| Q2 2022 | $1,658,000 | -23.1% | 7,438 | -0.8% | 0.38% | -13.7% |
| Q1 2022 | $2,156,000 | -16.2% | 7,497 | -6.5% | 0.44% | -12.6% |
| Q4 2021 | $2,572,000 | +9.2% | 8,014 | -1.3% | 0.51% | +4.5% |
| Q3 2021 | $2,356,000 | -1.0% | 8,121 | -2.2% | 0.49% | -2.8% |
| Q2 2021 | $2,381,000 | +7.9% | 8,302 | -3.3% | 0.50% | +1.6% |
| Q1 2021 | $2,207,000 | +9.5% | 8,586 | -3.0% | 0.49% | -13.5% |
| Q3 2020 | $2,015,000 | +11.1% | 8,854 | -1.3% | 0.57% | +1.4% |
| Q2 2020 | $1,814,000 | +25.4% | 8,975 | -2.8% | 0.56% | +5.6% |
| Q1 2020 | $1,447,000 | -18.6% | 9,237 | -5.3% | 0.53% | -0.9% |
| Q4 2019 | $1,778,000 | +0.1% | 9,758 | -8.6% | 0.54% | -6.8% |
| Q3 2019 | $1,776,000 | -4.1% | 10,680 | -5.7% | 0.58% | -6.2% |
| Q2 2019 | $1,851,000 | +0.7% | 11,330 | -3.6% | 0.61% | -2.8% |
| Q1 2019 | $1,839,000 | +18.5% | 11,759 | +1.8% | 0.63% | +9.7% |
| Q4 2018 | $1,552,000 | -16.8% | 11,554 | -0.3% | 0.58% | -5.0% |
| Q3 2018 | $1,866,000 | +5.7% | 11,587 | -1.7% | 0.61% | -2.4% |
| Q2 2018 | $1,765,000 | +4.3% | 11,782 | -1.3% | 0.62% | +6.0% |
| Q1 2018 | $1,693,000 | -56.3% | 11,933 | -56.7% | 0.59% | -56.8% |
| Q4 2017 | $3,877,000 | -19.8% | 27,566 | -24.3% | 1.36% | -24.6% |
| Q3 2017 | $4,835,000 | +4.8% | 36,420 | +0.3% | 1.80% | +3.3% |
| Q2 2017 | $4,615,000 | +6.7% | 36,326 | +2.2% | 1.74% | +3.9% |
| Q1 2017 | $4,326,000 | +19.3% | 35,559 | +9.3% | 1.68% | +10.0% |
| Q4 2016 | $3,626,000 | -3.5% | 32,522 | -2.8% | 1.52% | -6.0% |
| Q3 2016 | $3,759,000 | +5.3% | 33,474 | +0.5% | 1.62% | +1.4% |
| Q2 2016 | $3,570,000 | – | 33,298 | – | 1.60% | – |
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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% |