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 2021 | $19,708,000 | -1.5% | 67,918 | -2.6% | 5.19% | +8.9% |
| Q2 2021 | $20,000,000 | +7.7% | 69,734 | -3.5% | 4.77% | -1.9% |
| Q1 2021 | $18,570,000 | -1.2% | 72,247 | -0.5% | 4.86% | -3.8% |
| Q4 2020 | $18,793,000 | +15.1% | 72,609 | +4.2% | 5.05% | -1.8% |
| Q3 2020 | $16,324,000 | +44.7% | 69,679 | +29.9% | 5.14% | +25.9% |
| Q2 2020 | $11,283,000 | +72.8% | 53,644 | +23.6% | 4.09% | +29.2% |
| Q1 2020 | $6,530,000 | +36.6% | 43,418 | +70.5% | 3.16% | +60.2% |
| Q4 2019 | $4,781,000 | +21.2% | 25,463 | +8.0% | 1.98% | +1.0% |
| Q3 2019 | $3,945,000 | +8.8% | 23,568 | +8.4% | 1.96% | -0.5% |
| Q2 2019 | $3,627,000 | +5.1% | 21,744 | +1.7% | 1.96% | +1.4% |
| Q1 2019 | $3,451,000 | +11.5% | 21,388 | -0.6% | 1.94% | +1.6% |
| Q4 2018 | $3,096,000 | +3.8% | 21,526 | +8.4% | 1.91% | -1.6% |
| Q3 2018 | $2,984,000 | +23.5% | 19,849 | +23.0% | 1.94% | +22.6% |
| Q2 2018 | $2,417,000 | +5.8% | 16,137 | +0.3% | 1.58% | +5.6% |
| Q1 2018 | $2,284,000 | +1.1% | 16,095 | +0.2% | 1.50% | +1.6% |
| Q4 2017 | $2,259,000 | +9.7% | 16,060 | +3.5% | 1.47% | +5.9% |
| Q3 2017 | $2,059,000 | +7.9% | 15,512 | +3.3% | 1.39% | +2.8% |
| Q2 2017 | $1,908,000 | +4.7% | 15,022 | +0.3% | 1.35% | +0.4% |
| Q1 2017 | $1,823,000 | +9.6% | 14,983 | +0.4% | 1.35% | +5.5% |
| Q4 2016 | $1,664,000 | – | 14,927 | – | 1.28% | – |
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% |