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 | $3,606,403 | -14.6% | 13,244 | -11.2% | 0.24% | -40.6% |
| Q2 2023 | $4,221,690 | +13.8% | 14,920 | +0.3% | 0.40% | +2.6% |
| Q1 2023 | $3,709,108 | +17.5% | 14,870 | +0.4% | 0.39% | +13.5% |
| Q4 2022 | $3,157,809 | +28.1% | 14,818 | +28.5% | 0.34% | -61.0% |
| Q3 2022 | $2,466,000 | -4.8% | 11,528 | -0.8% | 0.87% | +2.6% |
| Q2 2022 | $2,590,000 | -14.7% | 11,619 | +10.0% | 0.85% | +0.6% |
| Q1 2022 | $3,037,000 | -9.9% | 10,560 | +0.6% | 0.85% | -33.8% |
| Q4 2021 | $3,370,000 | +10.2% | 10,502 | -0.3% | 1.28% | -7.7% |
| Q3 2021 | $3,057,000 | +0.7% | 10,535 | -0.5% | 1.39% | +0.9% |
| Q2 2021 | $3,036,000 | +11.0% | 10,587 | -0.5% | 1.37% | +2.5% |
| Q1 2021 | $2,734,000 | -7.3% | 10,636 | -8.6% | 1.34% | -8.0% |
| Q4 2020 | $2,949,000 | +0.5% | 11,642 | -9.7% | 1.46% | -14.5% |
| Q3 2020 | $2,935,000 | +10.7% | 12,896 | -1.7% | 1.70% | +1.8% |
| Q2 2020 | $2,652,000 | +25.3% | 13,125 | -2.8% | 1.68% | +16.4% |
| Q1 2020 | $2,117,000 | -15.6% | 13,508 | -1.9% | 1.44% | -20.9% |
| Q4 2019 | $2,508,000 | +9.6% | 13,767 | 0.0% | 1.82% | -4.7% |
| Q3 2019 | $2,289,000 | -2.2% | 13,767 | -3.9% | 1.91% | -3.9% |
| Q2 2019 | $2,341,000 | +5.2% | 14,329 | +0.7% | 1.99% | -1.1% |
| Q1 2019 | $2,226,000 | +16.4% | 14,232 | 0.0% | 2.01% | +15.3% |
| Q4 2018 | $1,912,000 | +12.1% | 14,232 | +34.5% | 1.74% | +21.7% |
| Q3 2018 | $1,705,000 | -3.9% | 10,584 | -10.6% | 1.43% | -8.0% |
| Q2 2018 | $1,774,000 | -33.0% | 11,841 | -36.5% | 1.56% | -35.3% |
| Q1 2018 | $2,648,000 | +5.9% | 18,661 | -0.9% | 2.40% | -26.7% |
| Q4 2017 | $2,500,000 | 0.0% | 18,830 | 0.0% | 3.28% | +26.1% |
| Q3 2017 | $2,500,000 | +7.3% | 18,830 | +2.7% | 2.60% | -1.0% |
| Q2 2017 | $2,329,000 | +1.3% | 18,336 | -2.9% | 2.63% | +11.2% |
| Q1 2017 | $2,298,000 | +10.9% | 18,890 | +1.6% | 2.36% | +11.9% |
| Q4 2016 | $2,072,000 | – | 18,587 | – | 2.11% | – |
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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% |