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 | $1,860,348 | -19.1% | 6,832 | -16.0% | 0.57% | -16.8% |
| Q2 2023 | $2,300,927 | +11.5% | 8,132 | -1.7% | 0.69% | +5.0% |
| Q1 2023 | $2,063,001 | +11.5% | 8,271 | -4.7% | 0.66% | +2.7% |
| Q4 2022 | $1,849,422 | -1.6% | 8,678 | -1.2% | 0.64% | -11.6% |
| Q3 2022 | $1,879,000 | -8.3% | 8,785 | -4.4% | 0.72% | -3.7% |
| Q2 2022 | $2,048,000 | -37.9% | 9,188 | -19.9% | 0.75% | -23.3% |
| Q1 2022 | $3,298,000 | -4.6% | 11,467 | +6.4% | 0.98% | -2.6% |
| Q4 2021 | $3,458,000 | +9.1% | 10,777 | -1.3% | 1.00% | -0.3% |
| Q3 2021 | $3,169,000 | -3.5% | 10,920 | -4.6% | 1.01% | -2.9% |
| Q2 2021 | $3,283,000 | +5.6% | 11,448 | -5.4% | 1.04% | -0.6% |
| Q1 2021 | $3,110,000 | +0.4% | 12,100 | -1.1% | 1.04% | -9.0% |
| Q4 2020 | $3,099,000 | +10.8% | 12,234 | -0.4% | 1.15% | -2.5% |
| Q3 2020 | $2,796,000 | +8.4% | 12,284 | -3.8% | 1.18% | -8.0% |
| Q2 2020 | $2,580,000 | +32.2% | 12,768 | +2.5% | 1.28% | +4.2% |
| Q1 2020 | $1,952,000 | -5.6% | 12,458 | +9.7% | 1.23% | +6.4% |
| Q4 2019 | $2,068,000 | +7.3% | 11,355 | -2.0% | 1.15% | +1.7% |
| Q3 2019 | $1,927,000 | +0.7% | 11,587 | -1.1% | 1.13% | -1.0% |
| Q2 2019 | $1,914,000 | +8.5% | 11,712 | +3.8% | 1.14% | +5.8% |
| Q1 2019 | $1,764,000 | +15.0% | 11,278 | -1.2% | 1.08% | +2.5% |
| Q4 2018 | $1,534,000 | -16.9% | 11,418 | -0.5% | 1.06% | -13.7% |
| Q3 2018 | $1,847,000 | -10.6% | 11,470 | -16.8% | 1.22% | -17.4% |
| Q2 2018 | $2,066,000 | +3.1% | 13,791 | -2.4% | 1.48% | -0.9% |
| Q1 2018 | $2,004,000 | -2.9% | 14,127 | -3.7% | 1.49% | -6.7% |
| Q4 2017 | $2,063,000 | +6.1% | 14,671 | +0.1% | 1.60% | -0.5% |
| Q3 2017 | $1,945,000 | +0.7% | 14,655 | -3.6% | 1.61% | -14.8% |
| Q2 2017 | $1,932,000 | +5.9% | 15,207 | +1.3% | 1.89% | +1.8% |
| Q1 2017 | $1,825,000 | -13.2% | 15,005 | -20.4% | 1.86% | -21.9% |
| Q4 2016 | $2,103,000 | – | 18,861 | – | 2.38% | – |
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% |