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 2020 | $54,949,000 | +6.5% | 241,418 | -5.5% | 11.79% | -0.2% |
| Q2 2020 | $51,614,000 | +27.0% | 255,401 | -1.5% | 11.82% | +5.5% |
| Q1 2020 | $40,627,000 | -51.9% | 259,282 | -44.1% | 11.21% | +9.9% |
| Q4 2019 | $84,452,000 | +68.1% | 463,586 | +53.4% | 10.20% | -16.6% |
| Q3 2019 | $50,239,000 | +4.7% | 302,137 | +2.9% | 12.23% | -0.6% |
| Q2 2019 | $47,988,000 | +15.5% | 293,703 | +10.5% | 12.30% | +5.3% |
| Q1 2019 | $41,561,000 | +24.4% | 265,702 | +6.8% | 11.69% | +5.2% |
| Q4 2018 | $33,421,000 | -19.4% | 248,794 | -3.4% | 11.11% | -10.0% |
| Q3 2018 | $41,487,000 | +8.9% | 257,619 | +1.3% | 12.35% | +1.4% |
| Q2 2018 | $38,101,000 | -43.8% | 254,327 | -46.8% | 12.18% | +8.9% |
| Q1 2018 | $67,832,000 | +102.2% | 478,090 | +100.5% | 11.19% | -1.1% |
| Q4 2017 | $33,539,000 | -46.8% | 238,460 | -49.8% | 11.32% | -9.8% |
| Q3 2017 | $63,024,000 | +4.2% | 474,756 | -0.2% | 12.55% | +4.4% |
| Q2 2017 | $60,462,000 | +5.4% | 475,934 | +1.0% | 12.02% | +0.1% |
| Q1 2017 | $57,350,000 | +7.3% | 471,390 | -1.6% | 12.02% | +2.2% |
| Q4 2016 | $53,432,000 | +0.2% | 479,288 | +0.9% | 11.76% | -6.2% |
| Q3 2016 | $53,316,000 | +3.7% | 474,810 | -1.0% | 12.53% | -7.2% |
| Q2 2016 | $51,412,000 | – | 479,590 | – | 13.51% | – |
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% |