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 | $18,849,906 | +1.7% | 69,222 | -20.4% | 4.24% | -13.7% |
| Q4 2022 | $18,530,079 | -1.0% | 86,951 | -0.6% | 4.91% | -11.3% |
| Q3 2022 | $18,722,000 | -3.1% | 87,507 | +0.9% | 5.53% | +2.4% |
| Q2 2022 | $19,329,000 | -27.8% | 86,718 | -6.8% | 5.40% | -18.0% |
| Q1 2022 | $26,763,000 | +15.8% | 93,055 | +29.2% | 6.59% | +26.8% |
| Q4 2021 | $23,107,000 | +2.2% | 72,007 | +1.8% | 5.20% | -0.2% |
| Q3 2021 | $22,616,000 | +25.4% | 70,724 | +12.5% | 5.21% | -2.0% |
| Q2 2021 | $18,035,000 | +18.7% | 62,880 | +6.4% | 5.32% | +8.4% |
| Q1 2021 | $15,194,000 | -21.9% | 59,111 | -23.0% | 4.91% | -26.6% |
| Q4 2020 | $19,457,000 | +11.7% | 76,803 | +0.3% | 6.68% | -2.0% |
| Q3 2020 | $17,421,000 | +10.1% | 76,540 | -2.2% | 6.82% | +5.8% |
| Q2 2020 | $15,821,000 | +16.5% | 78,287 | -9.7% | 6.45% | -0.4% |
| Q1 2020 | $13,577,000 | -44.9% | 86,651 | -35.9% | 6.48% | -42.6% |
| Q4 2019 | $24,634,000 | +11.4% | 135,226 | +1.7% | 11.28% | -0.3% |
| Q3 2019 | $22,110,000 | +4.2% | 132,967 | +1.6% | 11.32% | -0.8% |
| Q2 2019 | $21,217,000 | +10.2% | 130,809 | +4.2% | 11.41% | +2.2% |
| Q1 2019 | $19,251,000 | -7.5% | 125,497 | -19.0% | 11.16% | -13.8% |
| Q4 2018 | $20,804,000 | +4.5% | 154,874 | +16.6% | 12.95% | +7.7% |
| Q2 2018 | $19,904,000 | +54.0% | 132,859 | +44.6% | 12.02% | +37.7% |
| Q4 2017 | $12,922,000 | +42.2% | 91,875 | +34.2% | 8.73% | +21.3% |
| Q3 2017 | $9,090,000 | +5.7% | 68,472 | +1.1% | 7.19% | +0.8% |
| Q2 2017 | $8,600,000 | +0.3% | 67,698 | -0.5% | 7.14% | -3.8% |
| Q1 2017 | $8,571,000 | -99.9% | 68,016 | +10.7% | 7.42% | +22.4% |
| Q4 2016 | $7,117,131,000 | – | 61,434 | – | 6.06% | – |
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% |