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 | $1,289,388 | -2.9% | 4,735 | +0.9% | 0.34% | +0.9% |
| Q2 2023 | $1,327,932 | +16.1% | 4,693 | +2.4% | 0.34% | +23.9% |
| Q1 2023 | $1,143,683 | +18.2% | 4,585 | +1.0% | 0.27% | +17.7% |
| Q4 2022 | $967,306 | -0.6% | 4,539 | -0.2% | 0.23% | -16.6% |
| Q3 2022 | $973,000 | +1.2% | 4,546 | +5.4% | 0.28% | -9.2% |
| Q2 2022 | $961,000 | -21.7% | 4,312 | +1.0% | 0.30% | -7.9% |
| Q1 2022 | $1,227,000 | -13.3% | 4,268 | -3.3% | 0.33% | -12.0% |
| Q4 2021 | $1,416,000 | +10.5% | 4,413 | -0.1% | 0.38% | -1.3% |
| Q3 2021 | $1,282,000 | +1.9% | 4,417 | +0.7% | 0.38% | +1.9% |
| Q2 2021 | $1,258,000 | +10.1% | 4,386 | -1.4% | 0.37% | +5.1% |
| Q1 2021 | $1,143,000 | -2.1% | 4,448 | -3.4% | 0.36% | -7.3% |
| Q4 2020 | $1,167,000 | +6.6% | 4,606 | -4.3% | 0.38% | +9.4% |
| Q3 2020 | $1,095,000 | +9.5% | 4,812 | -2.8% | 0.35% | +58.8% |
| Q2 2020 | $1,000,000 | +5.9% | 4,949 | -17.8% | 0.22% | -22.5% |
| Q1 2020 | $944,000 | +99.2% | 6,023 | +131.5% | 0.28% | +37.7% |
| Q4 2019 | $474,000 | +6.8% | 2,602 | -2.5% | 0.21% | -7.2% |
| Q3 2019 | $444,000 | +39.2% | 2,670 | +36.8% | 0.22% | +35.2% |
| Q2 2019 | $319,000 | +2.6% | 1,952 | -1.8% | 0.16% | +1.2% |
| Q1 2019 | $311,000 | -17.1% | 1,988 | -14.5% | 0.16% | -13.8% |
| Q4 2018 | $375,000 | 0.0% | 2,326 | 0.0% | 0.19% | 0.0% |
| Q3 2018 | $375,000 | +4.2% | 2,326 | -3.3% | 0.19% | -3.1% |
| Q2 2018 | $360,000 | +8.8% | 2,406 | +3.2% | 0.20% | +2.1% |
| Q1 2018 | $331,000 | – | 2,331 | – | 0.19% | – |
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% |