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 | $592,217 | -3.6% | 2,175 | +0.1% | 0.24% | -0.4% |
| Q2 2023 | $614,523 | -0.2% | 2,172 | -12.1% | 0.25% | -3.1% |
| Q1 2023 | $616,047 | +14.6% | 2,470 | -2.1% | 0.25% | +5.8% |
| Q4 2022 | $537,745 | -10.7% | 2,523 | -10.4% | 0.24% | -12.1% |
| Q3 2022 | $602,000 | -95.3% | 2,816 | -95.1% | 0.27% | -95.1% |
| Q2 2022 | $12,798,000 | +5416.4% | 57,418 | +7032.7% | 5.56% | +5694.8% |
| Q1 2022 | $232,000 | -10.1% | 805 | 0.0% | 0.10% | -10.3% |
| Q4 2021 | $258,000 | +10.7% | 805 | +0.2% | 0.11% | +11.5% |
| Q3 2021 | $233,000 | +1.3% | 803 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $230,000 | +11.7% | 803 | +0.2% | 0.10% | +7.9% |
| Q1 2021 | $206,000 | -70.3% | 801 | -70.7% | 0.09% | -73.4% |
| Q4 2020 | $693,000 | +9.0% | 2,736 | -2.0% | 0.34% | -12.5% |
| Q3 2020 | $636,000 | +9.5% | 2,793 | -2.9% | 0.38% | -6.4% |
| Q2 2020 | $581,000 | +29.4% | 2,876 | +0.2% | 0.41% | -6.2% |
| Q1 2020 | $449,000 | -16.7% | 2,869 | -3.0% | 0.44% | -21.6% |
| Q4 2019 | $539,000 | +9.8% | 2,959 | +0.3% | 0.56% | -1.2% |
| Q3 2019 | $491,000 | +2.3% | 2,951 | +0.5% | 0.56% | +5.2% |
| Q2 2019 | $480,000 | -89.5% | 2,937 | +0.2% | 0.54% | +7.2% |
| Q1 2019 | $4,583,000 | +1063.2% | 2,930 | 0.0% | 0.50% | +28.6% |
| Q4 2018 | $394,000 | -9.6% | 2,930 | +8.2% | 0.39% | -4.4% |
| Q3 2018 | $436,000 | +6.1% | 2,708 | -1.2% | 0.41% | +4.6% |
| Q2 2018 | $411,000 | +5.9% | 2,741 | +0.3% | 0.39% | -7.4% |
| Q1 2018 | $388,000 | +1.0% | 2,733 | +0.2% | 0.42% | +12.6% |
| Q4 2017 | $384,000 | -5.0% | 2,727 | -10.4% | 0.37% | +22.0% |
| Q3 2017 | $404,000 | +11.9% | 3,045 | +7.1% | 0.30% | +16.4% |
| Q2 2017 | $361,000 | +44.4% | 2,843 | +38.1% | 0.26% | +66.9% |
| Q1 2017 | $250,000 | +9.2% | 2,059 | +0.3% | 0.16% | -1.9% |
| Q4 2016 | $229,000 | – | 2,053 | – | 0.16% | – |
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% |