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 | $6,437,505 | -13.6% | 23,640 | -10.2% | 0.79% | -11.0% |
| Q2 2023 | $7,448,719 | +11.6% | 26,324 | -1.6% | 0.89% | +8.8% |
| Q1 2023 | $6,673,818 | +9.8% | 26,755 | -6.2% | 0.82% | +2.9% |
| Q4 2022 | $6,080,265 | -1.4% | 28,531 | -1.0% | 0.79% | -7.0% |
| Q3 2022 | $6,169,000 | -2.9% | 28,833 | +1.1% | 0.85% | -1.8% |
| Q2 2022 | $6,354,000 | -23.0% | 28,506 | -0.6% | 0.87% | -8.2% |
| Q1 2022 | $8,250,000 | -10.2% | 28,685 | +0.2% | 0.95% | -6.6% |
| Q4 2021 | $9,184,000 | +7.0% | 28,621 | -3.2% | 1.01% | +1.8% |
| Q3 2021 | $8,582,000 | +0.6% | 29,576 | -0.5% | 1.00% | +0.3% |
| Q2 2021 | $8,529,000 | +11.1% | 29,737 | -0.4% | 0.99% | +3.3% |
| Q1 2021 | $7,674,000 | -3.9% | 29,857 | -5.3% | 0.96% | -9.4% |
| Q4 2020 | $7,987,000 | +7.9% | 31,525 | -3.1% | 1.06% | -8.9% |
| Q3 2020 | $7,401,000 | +12.4% | 32,517 | -0.2% | 1.16% | +5.6% |
| Q2 2020 | $6,585,000 | +16.7% | 32,584 | -9.5% | 1.10% | -9.5% |
| Q1 2020 | $5,641,000 | -30.9% | 36,001 | -19.7% | 1.22% | -10.6% |
| Q4 2019 | $8,164,000 | -1.8% | 44,813 | -10.4% | 1.36% | -7.4% |
| Q3 2019 | $8,313,000 | -4.6% | 49,993 | -6.3% | 1.47% | -7.1% |
| Q2 2019 | $8,714,000 | -6.8% | 53,333 | -10.7% | 1.58% | -9.7% |
| Q1 2019 | $9,346,000 | +11.2% | 59,748 | -4.5% | 1.75% | -4.9% |
| Q4 2018 | $8,401,000 | -17.2% | 62,541 | -0.7% | 1.84% | -6.9% |
| Q3 2018 | $10,144,000 | +3.6% | 62,992 | -3.6% | 1.98% | -1.4% |
| Q2 2018 | $9,791,000 | +5.3% | 65,355 | -0.3% | 2.01% | +4.5% |
| Q1 2018 | $9,300,000 | -5.2% | 65,550 | -6.0% | 1.92% | -10.8% |
| Q4 2017 | $9,806,000 | -6.0% | 69,718 | -10.2% | 2.15% | -11.4% |
| Q3 2017 | $10,428,000 | +2.7% | 77,628 | -2.6% | 2.43% | -6.3% |
| Q2 2017 | $10,157,000 | +4.6% | 79,709 | -0.6% | 2.59% | -2.6% |
| Q1 2017 | $9,709,000 | +7.3% | 80,197 | -0.5% | 2.66% | -15.3% |
| Q4 2016 | $9,050,000 | +1.6% | 80,598 | +0.9% | 3.14% | +0.7% |
| Q3 2016 | $8,910,000 | +1.7% | 79,876 | -1.8% | 3.12% | -3.6% |
| Q2 2016 | $8,759,000 | – | 81,333 | – | 3.23% | – |
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% |