VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,553,110 | -4.7% | 5,703 | -1.0% | 0.55% | -0.9% |
| Q2 2023 | $1,629,664 | +15.5% | 5,759 | +1.9% | 0.56% | +7.5% |
| Q1 2023 | $1,410,386 | +115695.2% | 5,654 | -1.1% | 0.52% | +10.4% |
| Q4 2022 | $1,218 | -99.9% | 5,716 | +3.7% | 0.47% | -8.0% |
| Q3 2022 | $1,180,000 | -2.5% | 5,513 | +1.6% | 0.51% | +2.4% |
| Q2 2022 | $1,210,000 | +64.6% | 5,428 | +112.3% | 0.50% | +95.3% |
| Q1 2022 | $735,000 | -10.4% | 2,557 | +0.0% | 0.26% | -12.1% |
| Q4 2021 | $820,000 | +10.7% | 2,556 | +0.1% | 0.29% | -2.0% |
| Q3 2021 | $741,000 | +1.2% | 2,554 | +0.0% | 0.30% | -11.4% |
| Q2 2021 | $732,000 | +1.2% | 2,553 | -9.2% | 0.33% | -4.6% |
| Q1 2021 | $723,000 | +1.5% | 2,812 | +0.1% | 0.35% | -20.3% |
| Q4 2020 | $712,000 | +8.5% | 2,810 | -2.5% | 0.44% | -5.0% |
| Q3 2020 | $656,000 | +11.8% | 2,882 | -0.8% | 0.46% | +5.7% |
| Q2 2020 | $587,000 | +29.0% | 2,905 | +0.1% | 0.44% | +12.3% |
| Q1 2020 | $455,000 | -16.4% | 2,902 | -2.7% | 0.39% | +3.2% |
| Q4 2019 | $544,000 | +9.9% | 2,984 | +0.1% | 0.38% | +33.2% |
| Q3 2019 | $495,000 | +2.1% | 2,980 | +0.3% | 0.28% | +3.7% |
| Q2 2019 | $485,000 | +0.2% | 2,971 | -4.1% | 0.27% | -2.8% |
| Q1 2019 | $484,000 | +16.3% | 3,097 | +0.0% | 0.28% | +9.8% |
| Q4 2018 | $416,000 | +13.4% | 3,096 | +2.6% | 0.26% | -1.2% |
| Q1 2017 | $367,000 | – | 3,018 | – | 0.26% | – |
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% |