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 | $548,929 | -10.3% | 2,016 | -6.8% | 0.06% | -8.8% |
| Q2 2023 | $611,644 | +17.8% | 2,162 | +3.9% | 0.07% | +9.7% |
| Q1 2023 | $519,183 | +31.6% | 2,081 | +12.4% | 0.06% | +26.5% |
| Q4 2022 | $394,624 | +11.2% | 1,852 | +11.6% | 0.05% | 0.0% |
| Q3 2022 | $355,000 | -4.6% | 1,660 | -0.5% | 0.05% | 0.0% |
| Q2 2022 | $372,000 | -33.8% | 1,669 | -14.7% | 0.05% | -26.9% |
| Q1 2022 | $562,000 | +60.1% | 1,956 | +78.6% | 0.07% | +59.5% |
| Q4 2021 | $351,000 | +24.0% | 1,095 | +12.3% | 0.04% | +16.7% |
| Q3 2021 | $283,000 | -2.1% | 975 | -3.4% | 0.04% | -5.3% |
| Q2 2021 | $289,000 | -8.0% | 1,009 | -17.5% | 0.04% | -17.4% |
| Q1 2021 | $314,000 | +92.6% | 1,223 | +90.5% | 0.05% | +76.9% |
| Q4 2020 | $163,000 | +15.6% | 642 | +3.9% | 0.03% | +4.0% |
| Q3 2020 | $141,000 | +12.8% | 618 | +0.2% | 0.02% | +8.7% |
| Q2 2020 | $125,000 | +123.2% | 617 | +72.3% | 0.02% | +91.7% |
| Q1 2020 | $56,000 | -29.1% | 358 | -17.5% | 0.01% | -14.3% |
| Q4 2019 | $79,000 | +49.1% | 434 | +36.1% | 0.01% | +40.0% |
| Q3 2019 | $53,000 | +12.8% | 319 | +11.5% | 0.01% | 0.0% |
| Q2 2019 | $47,000 | +42.4% | 286 | +36.2% | 0.01% | +25.0% |
| Q1 2019 | $33,000 | +17.9% | 210 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $28,000 | +460.0% | 210 | +600.0% | 0.01% | +700.0% |
| Q3 2018 | $5,000 | -95.5% | 30 | -95.9% | 0.00% | -96.9% |
| Q2 2018 | $110,000 | +266.7% | 731 | +238.4% | 0.03% | +255.6% |
| Q1 2018 | $30,000 | +130.8% | 216 | +72.8% | 0.01% | +50.0% |
| Q2 2016 | $13,000 | – | 125 | – | 0.01% | – |
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% |