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 | $31,495,278 | -8.7% | 115,660 | -5.1% | 2.15% | -10.3% |
| Q2 2023 | $34,495,833 | +14.4% | 121,911 | +0.8% | 2.40% | +5.2% |
| Q1 2023 | $30,160,272 | +17.6% | 120,912 | +0.5% | 2.28% | +4.9% |
| Q4 2022 | $25,641,759 | +0.3% | 120,322 | +0.7% | 2.17% | -8.7% |
| Q3 2022 | $25,555,000 | -1.8% | 119,445 | +2.3% | 2.38% | +4.6% |
| Q2 2022 | $26,027,000 | -16.3% | 116,770 | +8.0% | 2.28% | -4.3% |
| Q1 2022 | $31,107,000 | -1.5% | 108,162 | +9.9% | 2.38% | -3.0% |
| Q4 2021 | $31,582,000 | +10.2% | 98,416 | -0.3% | 2.45% | -1.9% |
| Q3 2021 | $28,657,000 | +1.3% | 98,759 | +0.1% | 2.50% | +0.4% |
| Q2 2021 | $28,287,000 | +8.9% | 98,627 | -2.4% | 2.49% | +5.1% |
| Q1 2021 | $25,982,000 | +1.1% | 101,081 | -0.3% | 2.37% | -13.1% |
| Q4 2020 | $25,688,000 | +10.0% | 101,397 | -1.1% | 2.73% | +5.8% |
| Q3 2020 | $23,347,000 | +12.5% | 102,574 | -0.1% | 2.58% | 0.0% |
| Q2 2020 | $20,756,000 | +28.1% | 102,708 | -0.6% | 2.58% | +6.5% |
| Q1 2020 | $16,198,000 | -14.6% | 103,378 | -0.7% | 2.42% | +15.9% |
| Q4 2019 | $18,958,000 | +7.6% | 104,070 | -1.8% | 2.09% | -3.9% |
| Q3 2019 | $17,618,000 | +8.0% | 105,952 | +6.2% | 2.17% | +7.9% |
| Q2 2019 | $16,307,000 | +1064.8% | 99,802 | +1015.1% | 2.01% | +319.4% |
| Q1 2019 | $1,400,000 | +16.5% | 8,950 | 0.0% | 0.48% | -8.0% |
| Q4 2018 | $1,202,000 | -14.0% | 8,950 | +3.4% | 0.52% | -15.5% |
| Q3 2018 | $1,397,000 | +7.4% | 8,655 | 0.0% | 0.62% | -0.6% |
| Q2 2018 | $1,301,000 | +6.6% | 8,655 | -1.8% | 0.62% | -10.0% |
| Q1 2018 | $1,220,000 | -4.8% | 8,812 | +0.1% | 0.69% | +0.6% |
| Q4 2017 | $1,282,000 | -6.8% | 8,805 | -14.0% | 0.69% | -15.1% |
| Q3 2017 | $1,376,000 | +8.3% | 10,244 | +2.7% | 0.81% | +4.7% |
| Q2 2017 | $1,271,000 | -1.0% | 9,973 | -6.0% | 0.77% | -1.0% |
| Q1 2017 | $1,284,000 | +3.5% | 10,609 | -2.3% | 0.78% | -1.3% |
| Q4 2016 | $1,241,000 | +2.8% | 10,856 | +0.3% | 0.79% | -8.8% |
| Q3 2016 | $1,207,000 | – | 10,819 | – | 0.87% | – |
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% |