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 | $360,490 | -8.9% | 1,324 | -2.5% | 0.10% | -3.8% |
| Q2 2023 | $395,506 | +13.4% | 1,358 | -2.9% | 0.10% | +2.0% |
| Q1 2023 | $348,696 | +17.1% | 1,398 | +0.1% | 0.10% | +6.2% |
| Q4 2022 | $297,790 | -1.4% | 1,397 | 0.0% | 0.10% | -6.8% |
| Q3 2022 | $302,000 | -2.9% | 1,397 | +0.1% | 0.10% | +4.0% |
| Q2 2022 | $311,000 | -53.0% | 1,396 | -39.3% | 0.10% | -45.0% |
| Q1 2022 | $661,000 | -27.2% | 2,299 | -18.7% | 0.18% | -27.7% |
| Q4 2021 | $908,000 | +10.6% | 2,829 | 0.0% | 0.25% | +1.2% |
| Q3 2021 | $821,000 | 0.0% | 2,829 | -1.1% | 0.25% | +9.8% |
| Q2 2021 | $821,000 | -61.9% | 2,861 | -65.9% | 0.22% | -50.3% |
| Q1 2021 | $2,155,000 | -13.9% | 8,384 | -15.1% | 0.45% | -19.3% |
| Q4 2020 | $2,502,000 | +12.2% | 9,875 | +0.8% | 0.56% | -2.1% |
| Q3 2020 | $2,229,000 | -20.2% | 9,793 | -29.1% | 0.57% | -14.0% |
| Q2 2020 | $2,792,000 | +16.1% | 13,814 | -10.0% | 0.66% | -6.2% |
| Q1 2020 | $2,405,000 | -7.7% | 15,349 | +7.3% | 0.71% | +7.8% |
| Q4 2019 | $2,606,000 | +7.2% | 14,304 | -2.1% | 0.66% | -1.5% |
| Q3 2019 | $2,430,000 | +1.9% | 14,614 | +0.2% | 0.67% | -3.1% |
| Q2 2019 | $2,384,000 | +6.9% | 14,592 | +2.3% | 0.69% | -2.5% |
| Q1 2019 | $2,231,000 | +16.9% | 14,266 | +0.4% | 0.71% | -6.7% |
| Q4 2018 | $1,909,000 | -32.0% | 14,212 | -18.4% | 0.76% | -24.6% |
| Q3 2018 | $2,806,000 | +11.0% | 17,427 | +3.3% | 1.00% | +4.6% |
| Q2 2018 | $2,527,000 | +13.5% | 16,869 | +7.5% | 0.96% | +1.1% |
| Q1 2018 | $2,227,000 | +9.8% | 15,694 | +8.8% | 0.95% | +12.7% |
| Q4 2017 | $2,029,000 | – | 14,425 | – | 0.84% | – |
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% |